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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 | $127,095 | $75,832+67.6% | $147,618-13.9% | $59,633+113.1% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -1.96% | 0.37%-2.3pp | 61.98%-63.9pp | 2041.40%-2043.4pp |
| Employer contribution / active EE | $14,871 | $3,485+326.7% | $5,565+167.2% | $2,203+575.1% |
| Participant deferral / active EE | $0 | $3,131-100.0% | $4,895-100.0% | $3,192-100.0% |
| Admin fee / account holder | $19,683 | $5,986+228.8% | $11,612+69.5% | $4,297+358.1% |