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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 | $236,169 | $92,743+154.6% | $82,744+185.4% | $134,532+75.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -13.38% | 946.63%-960.0pp | 702.22%-715.6pp | 418.27%-431.6pp |
| Employer contribution / active EE | $23,160 | $3,273+607.7% | $3,008+669.9% | $4,741+388.5% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,803 | $5,977-69.8% | $5,325-66.1% | $11,429-84.2% |