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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 | $117,851 | $92,766+27.0% | $82,763+42.4% | $134,545-12.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.15% | 946.97%-961.1pp | 702.45%-716.6pp | 418.37%-432.5pp |
| Employer contribution / active EE | $3,533 | $3,273+7.9% | $3,008+17.4% | $4,742-25.5% |
| Participant deferral / active EE | $609 | $4,802-87.3% | $4,395-86.1% | $6,401-90.5% |
| Admin fee / account holder | $3,891 | $5,978-34.9% | $5,325-26.9% | $11,431-66.0% |