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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 | $79,298 | $97,761-18.9% | $83,850-5.4% | $135,382-41.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -3.31% | 1287.44%-1290.8pp | 850.92%-854.2pp | 519.77%-523.1pp |
| Employer contribution / active EE | $3,846 | $4,222-8.9% | $3,631+5.9% | $4,779-19.5% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $446 | $6,674-93.3% | $5,478-91.9% | $10,829-95.9% |