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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 | $32,986 | $131,835-75.0% | $108,582-69.6% | $273,972-88.0% |
| Participation rate | 76.9% | 83.5%-6.5pp | 79.6%-2.6pp | 83.0%-6.1pp |
| Annual return | 5.17% | -91.57%+96.7pp | -51.70%+56.9pp | 41.46%-36.3pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,315 | $5,127-74.4% | $4,311-69.5% | $5,287-75.1% |
| Admin fee / account holder | $32,147 | $10,253+213.6% | $7,645+320.5% | $10,133+217.3% |