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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 | $119,933 | $92,766+29.3% | $82,763+44.9% | $134,545-10.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -13.56% | 946.97%-960.5pp | 702.45%-716.0pp | 418.37%-431.9pp |
| Employer contribution / active EE | $16,284 | $3,273+397.5% | $3,008+441.3% | $4,742+243.4% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $11,226 | $5,978+87.8% | $5,325+110.8% | $11,431-1.8% |