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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 | $32,417 | $82,630-60.8% | $64,105-49.4% | $125,388-74.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -0.79% | 1489.72%-1490.5pp | 791.24%-792.0pp | 282.24%-283.0pp |
| Employer contribution / active EE | $1,082 | $2,671-59.5% | $1,820-40.5% | $4,866-77.8% |
| Participant deferral / active EE | $376 | $3,608-89.6% | $2,822-86.7% | $5,352-93.0% |
| Admin fee / account holder | $4,571 | $6,382-28.4% | $4,499+1.6% | $9,541-52.1% |