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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,916 | $77,817-51.3% | $123,553-69.3% | $64,173-40.9% |
| Participation rate | 72.7% | 74.7%-2.0pp | 82.3%-9.6pp | 69.6%+3.2pp |
| Annual return | -7.49% | 12.49%-20.0pp | 119.21%-126.7pp | 7.63%-15.1pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,011 | $5,240-61.6% | $6,426-68.7% | $3,470-42.1% |
| Admin fee / account holder | $3,577 | $5,519-35.2% | $9,284-61.5% | $4,887-26.8% |