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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 | $39,054 | $84,628-53.9% | $61,501-36.5% | $134,545-71.0% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -14.49% | 585.61%-600.1pp | 339.04%-353.5pp | 418.37%-432.9pp |
| Employer contribution / active EE | $20,572 | $1,545+1231.7% | $1,160+1673.9% | $4,742+333.9% |
| Participant deferral / active EE | $0 | $2,819-100.0% | $2,125-100.0% | $6,401-100.0% |
| Admin fee / account holder | $17,901 | $2,587+591.8% | $2,132+739.8% | $11,431+56.6% |