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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 | $35,315 | $167,533-78.9% | $151,645-76.7% | $134,545-73.8% |
| Participation rate | 78.9% | 88.4%-9.4pp | 87.5%-8.5pp | 81.2%-2.3pp |
| Annual return | -13.61% | 7.81%-21.4pp | 3.34%-16.9pp | 418.37%-432.0pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,073 | $8,985-88.1% | $8,363-87.2% | $6,401-83.2% |
| Admin fee / account holder | $2,912 | $13,781-78.9% | $11,614-74.9% | $11,431-74.5% |