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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 | $31,025 | $97,732-68.3% | $83,831-63.0% | $135,380-77.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.49% | 1287.56%-1294.0pp | 850.99%-857.5pp | 519.81%-526.3pp |
| Employer contribution / active EE | $4,077 | $4,222-3.4% | $3,631+12.3% | $4,779-14.7% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $19,482 | $6,675+191.9% | $5,479+255.6% | $10,828+79.9% |