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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 | $249,440 | $92,684+169.1% | $82,706+201.6% | $134,509+85.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -13.00% | 945.84%-958.8pp | 701.76%-714.8pp | 418.13%-431.1pp |
| Employer contribution / active EE | $9,489 | $3,272+190.0% | $3,007+215.5% | $4,741+100.2% |
| Participant deferral / active EE | $0 | $4,800-100.0% | $4,394-100.0% | $6,400-100.0% |
| Admin fee / account holder | $4,945 | $5,982-17.3% | $5,329-7.2% | $11,427-56.7% |