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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 | $91,554 | $88,603+3.3% | $69,890+31.0% | $134,545-32.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -8.27% | 442.93%-451.2pp | 190.84%-199.1pp | 418.37%-426.6pp |
| Employer contribution / active EE | $4,032 | $3,236+24.6% | $2,560+57.5% | $4,742-15.0% |
| Participant deferral / active EE | $0 | $4,771-100.0% | $3,848-100.0% | $6,401-100.0% |
| Admin fee / account holder | $490 | $10,443-95.3% | $6,267-92.2% | $11,431-95.7% |