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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 | $37,268 | $90,607-58.9% | $79,467-53.1% | $135,380-72.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.46% | 977.74%-983.2pp | 718.30%-723.8pp | 519.81%-525.3pp |
| Employer contribution / active EE | $4,130 | $3,068+34.6% | $2,800+47.5% | $4,779-13.6% |
| Participant deferral / active EE | $305 | $4,050-92.5% | $3,704-91.8% | $5,609-94.6% |
| Admin fee / account holder | $1,615 | $5,895-72.6% | $5,104-68.4% | $10,828-85.1% |