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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 | $12,443 | $92,766-86.6% | $82,763-85.0% | $134,545-90.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.30% | 946.97%-963.3pp | 702.45%-718.7pp | 418.37%-434.7pp |
| Employer contribution / active EE | $1,861 | $3,273-43.2% | $3,008-38.2% | $4,742-60.8% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,121 | $5,978-81.3% | $5,325-79.0% | $11,431-90.2% |