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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 | $84,957 | $67,352+26.1% | $60,899+39.5% | $134,509-36.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -3.75% | 49.99%-53.7pp | 16.92%-20.7pp | 418.13%-421.9pp |
| Employer contribution / active EE | $0 | $3,098-100.0% | $2,702-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $583 | $4,539-87.2% | $3,817-84.7% | $6,400-90.9% |
| Admin fee / account holder | $4,533 | $4,585-1.1% | $3,225+40.5% | $11,427-60.3% |