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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 | $150,559 | $82,630+82.2% | $64,105+134.9% | $125,389+20.1% |
| Participation rate | 78.9% | 75.9%+3.1pp | 68.2%+10.8pp | 83.2%-4.2pp |
| Annual return | -1.78% | 1489.72%-1491.5pp | 791.24%-793.0pp | 282.24%-284.0pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $735 | $3,608-79.6% | $2,822-73.9% | $5,352-86.3% |
| Admin fee / account holder | $7,095 | $6,382+11.2% | $4,499+57.7% | $9,541-25.6% |