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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 | $113,002 | $92,766+21.8% | $82,763+36.5% | $134,545-16.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.51% | 946.97%-967.5pp | 702.45%-723.0pp | 418.37%-438.9pp |
| Employer contribution / active EE | $2,491 | $3,273-23.9% | $3,008-17.2% | $4,742-47.5% |
| Participant deferral / active EE | $778 | $4,802-83.8% | $4,395-82.3% | $6,401-87.9% |
| Admin fee / account holder | $1,100 | $5,978-81.6% | $5,325-79.3% | $11,431-90.4% |