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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 | $83,768 | $131,835-36.5% | $108,582-22.9% | $273,972-69.4% |
| Participation rate | 72.7% | 83.5%-10.7pp | 79.6%-6.8pp | 83.0%-10.3pp |
| Annual return | 5.13% | -91.57%+96.7pp | -51.70%+56.8pp | 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 | $1,104 | $5,127-78.5% | $4,311-74.4% | $5,287-79.1% |
| Admin fee / account holder | $2,045 | $10,253-80.1% | $7,645-73.3% | $10,133-79.8% |