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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 | $205,534 | $92,766+121.6% | $82,763+148.3% | $134,545+52.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -11.21% | 946.97%-958.2pp | 702.45%-713.7pp | 418.37%-429.6pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $450 | $4,802-90.6% | $4,395-89.8% | $6,401-93.0% |
| Admin fee / account holder | $2,178 | $5,978-63.6% | $5,325-59.1% | $11,431-81.0% |