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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 | $92,766+72.7% | $82,763+93.6% | $134,545+19.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.70% | 946.97%-962.7pp | 702.45%-718.2pp | 418.37%-434.1pp |
| Employer contribution / active EE | $1,019 | $3,273-68.9% | $3,008-66.1% | $4,742-78.5% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $4,310 | $5,978-27.9% | $5,325-19.1% | $11,431-62.3% |