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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 | $196,103 | $92,766+111.4% | $82,763+136.9% | $134,545+45.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -7.89% | 946.97%-954.9pp | 702.45%-710.3pp | 418.37%-426.3pp |
| Employer contribution / active EE | $2,034 | $3,273-37.9% | $3,008-32.4% | $4,742-57.1% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $6,720 | $5,978+12.4% | $5,325+26.2% | $11,431-41.2% |