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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 | $77,982 | $92,766-15.9% | $82,763-5.8% | $134,545-42.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.52% | 946.97%-962.5pp | 702.45%-718.0pp | 418.37%-433.9pp |
| Employer contribution / active EE | $2,528 | $3,273-22.8% | $3,008-16.0% | $4,742-46.7% |
| Participant deferral / active EE | $850 | $4,802-82.3% | $4,395-80.7% | $6,401-86.7% |
| Admin fee / account holder | $2,937 | $5,978-50.9% | $5,325-44.9% | $11,431-74.3% |