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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 | $139,956 | $90,607+54.5% | $79,467+76.1% | $135,380+3.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.75% | 977.74%-983.5pp | 718.30%-724.1pp | 519.81%-525.6pp |
| Employer contribution / active EE | $32,069 | $3,068+945.4% | $2,800+1045.2% | $4,779+571.1% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $97,116 | $5,895+1547.4% | $5,104+1802.7% | $10,828+796.9% |