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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 | $34,124 | $84,694-59.7% | $73,843-53.8% | $125,392-72.8% |
| Participation rate | 85.7% | 76.8%+9.0pp | 73.4%+12.3pp | 83.2%+2.5pp |
| Annual return | -0.07% | 3123.66%-3123.7pp | 2267.91%-2268.0pp | 282.23%-282.3pp |
| Employer contribution / active EE | $17,321 | $3,123+454.6% | $2,787+521.4% | $4,866+255.9% |
| Participant deferral / active EE | $0 | $3,992-100.0% | $3,583-100.0% | $5,351-100.0% |
| Admin fee / account holder | $320 | $5,691-94.4% | $4,880-93.4% | $9,541-96.6% |