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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 | $18,886 | $92,743-79.6% | $82,744-77.2% | $134,532-86.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -11.87% | 946.63%-958.5pp | 702.22%-714.1pp | 418.27%-430.1pp |
| Employer contribution / active EE | $3,238 | $3,273-1.1% | $3,008+7.6% | $4,741-31.7% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $4,405 | $5,977-26.3% | $5,325-17.3% | $11,429-61.5% |