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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 | $31,727 | $48,274-34.3% | $63,244-49.8% | $59,633-46.8% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.0%+29.0pp | 68.7%+31.3pp |
| Annual return | -1.09% | -240.79%+239.7pp | -70.31%+69.2pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $2,975 | $1,586+87.6% | $2,322+28.1% | $2,203+35.1% |
| Participant deferral / active EE | $0 | $2,343-100.0% | $2,953-100.0% | $3,192-100.0% |
| Admin fee / account holder | $9,812 | $3,600+172.6% | $5,893+66.5% | $4,297+128.4% |