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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 | $35,610 | $167,352-78.7% | $143,788-75.2% | $134,509-73.5% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -16.57% | 0.47%-17.0pp | -0.03%-16.5pp | 418.13%-434.7pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,295 | $6,447-79.9% | $5,638-77.0% | $6,400-79.8% |
| Admin fee / account holder | $389 | $18,091-97.9% | $14,675-97.4% | $11,427-96.6% |