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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 | $115,359 | $142,392-19.0% | $119,622-3.6% | $134,532-14.3% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.3%-4.3pp | 81.2%-6.2pp |
| Annual return | -11.44% | -12.46%+1.0pp | -14.98%+3.5pp | 418.27%-429.7pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,414 | $6,467-78.1% | $5,601-74.8% | $6,401-77.9% |
| Admin fee / account holder | $188,064 | $13,593+1283.6% | $10,328+1720.9% | $11,429+1545.6% |