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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 | $72,813 | $99,032-26.5% | $80,022-9.0% | $135,379-46.2% |
| Participation rate | 71.4% | 78.4%-6.9pp | 75.8%-4.4pp | 82.6%-11.2pp |
| Annual return | -2.99% | 15.39%-18.4pp | 11.22%-14.2pp | 519.79%-522.8pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $704 | $4,282-83.6% | $3,686-80.9% | $5,609-87.4% |
| Admin fee / account holder | $1,595 | $10,436-84.7% | $6,521-75.5% | $10,828-85.3% |