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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 | $160,221 | $92,707+72.8% | $82,726+93.7% | $134,493+19.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.70% | 945.12%-960.8pp | 701.33%-717.0pp | 418.01%-433.7pp |
| Employer contribution / active EE | $1,019 | $3,274-68.9% | $3,009-66.1% | $4,740-78.5% |
| Participant deferral / active EE | $0 | $4,801-100.0% | $4,394-100.0% | $6,400-100.0% |
| Admin fee / account holder | $4,310 | $5,980-27.9% | $5,328-19.1% | $11,425-62.3% |