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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 | $137,137 | $95,975+42.9% | $74,549+84.0% | $135,379+1.3% |
| Participation rate | 90.0% | 75.7%+14.3pp | 69.1%+20.9pp | 82.6%+7.4pp |
| Annual return | -3.85% | 56.96%-60.8pp | 32.53%-36.4pp | 519.79%-523.6pp |
| Employer contribution / active EE | $3,000 | $2,716+10.5% | $1,961+53.0% | $4,779-37.2% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $169,882 | $6,522+2504.9% | $5,059+3258.0% | $10,828+1468.9% |