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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 | $51,986 | $138,102-62.4% | $125,381-58.5% | $134,532-61.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.42% | 750.73%-761.1pp | 572.31%-582.7pp | 418.27%-428.7pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,215 | $7,801-71.6% | $7,448-70.3% | $6,401-65.4% |
| Admin fee / account holder | $78,060 | $11,568+574.8% | $10,007+680.0% | $11,429+583.0% |