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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 | $70,366 | $48,274+45.8% | $63,244+11.3% | $59,633+18.0% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.0%+29.0pp | 68.7%+31.3pp |
| Annual return | -1.39% | -240.79%+239.4pp | -70.31%+68.9pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $5,053 | $1,586+218.6% | $2,322+117.6% | $2,203+129.4% |
| Participant deferral / active EE | $0 | $2,343-100.0% | $2,953-100.0% | $3,192-100.0% |
| Admin fee / account holder | $3,403 | $3,600-5.5% | $5,893-42.2% | $4,297-20.8% |