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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 | $228,235 | $95,975+137.8% | $74,549+206.2% | $135,379+68.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -3.01% | 56.96%-60.0pp | 32.53%-35.5pp | 519.79%-522.8pp |
| Employer contribution / active EE | $5,882 | $2,716+116.6% | $1,961+200.0% | $4,779+23.1% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $4,982 | $6,522-23.6% | $5,059-1.5% | $10,828-54.0% |