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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 | $95,502 | $90,606+5.4% | $79,466+20.2% | $135,379-29.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.24% | 977.69%-984.9pp | 718.28%-725.5pp | 519.79%-527.0pp |
| Employer contribution / active EE | $2,091 | $3,068-31.8% | $2,800-25.3% | $4,779-56.2% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $6,468 | $5,895+9.7% | $5,104+26.7% | $10,828-40.3% |