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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 | $69,464 | $93,023-25.3% | $77,027-9.8% | $134,493-48.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -15.90% | 62.61%-78.5pp | 42.32%-58.2pp | 418.01%-433.9pp |
| Employer contribution / active EE | $14,286 | $3,418+317.9% | $2,813+407.9% | $4,740+201.4% |
| Participant deferral / active EE | $0 | $5,238-100.0% | $4,427-100.0% | $6,400-100.0% |
| Admin fee / account holder | $17,275 | $6,944+148.8% | $5,425+218.4% | $11,425+51.2% |