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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 | $61,798 | $69,012-10.5% | $160,037-61.4% | $68,490-9.8% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -12.14% | -9.65%-2.5pp | 408.95%-421.1pp | -7.85%-4.3pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,226-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,344 | $4,212-68.1% | $6,184-78.3% | $4,028-66.6% |
| Admin fee / account holder | $1,481 | $4,798-69.1% | $8,716-83.0% | $5,403-72.6% |