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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 | $60,733 | $97,732-37.9% | $83,831-27.6% | $135,380-55.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.26% | 1287.56%-1292.8pp | 850.99%-856.3pp | 519.81%-525.1pp |
| Employer contribution / active EE | $13,037 | $4,222+208.8% | $3,631+259.0% | $4,779+172.8% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $44,618 | $6,675+568.5% | $5,479+714.4% | $10,828+312.1% |