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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 | $42,319 | $92,743-54.4% | $82,744-48.9% | $134,532-68.5% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -16.34% | 946.63%-963.0pp | 702.22%-718.6pp | 418.27%-434.6pp |
| Employer contribution / active EE | $3,741 | $3,273+14.3% | $3,008+24.4% | $4,741-21.1% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $525 | $5,977-91.2% | $5,325-90.1% | $11,429-95.4% |