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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 | $48,332 | $97,732-50.5% | $83,831-42.3% | $135,380-64.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -3.16% | 1287.56%-1290.7pp | 850.99%-854.1pp | 519.81%-523.0pp |
| Employer contribution / active EE | $16,429 | $4,222+289.1% | $3,631+352.4% | $4,779+243.8% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $506 | $6,675-92.4% | $5,479-90.8% | $10,828-95.3% |