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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 | $68,166 | $99,668-31.6% | $86,451-21.2% | $134,545-49.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.59% | 6789.61%-6804.2pp | 4398.51%-4413.1pp | 418.37%-433.0pp |
| Employer contribution / active EE | $8,750 | $4,403+98.7% | $3,770+132.1% | $4,742+84.5% |
| Participant deferral / active EE | $0 | $7,249-100.0% | $6,953-100.0% | $6,401-100.0% |
| Admin fee / account holder | $3,649 | $8,377-56.4% | $6,734-45.8% | $11,431-68.1% |