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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 | $22,163 | $95,917-76.9% | $79,583-72.2% | $134,545-83.5% |
| Participation rate | 73.3% | 75.0%-1.7pp | 69.5%+3.8pp | 81.2%-7.9pp |
| Annual return | -18.15% | -2.70%-15.4pp | 0.16%-18.3pp | 418.37%-436.5pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,414-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $14 | $4,694-99.7% | $3,986-99.7% | $6,401-99.8% |
| Admin fee / account holder | $18,628 | $9,132+104.0% | $6,835+172.5% | $11,431+63.0% |