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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 | $147,867 | $101,283+46.0% | $75,826+95.0% | $135,380+9.2% |
| Participation rate | 100.0% | 72.7%+27.3pp | 68.2%+31.8pp | 82.6%+17.4pp |
| Annual return | -6.87% | 3384.62%-3391.5pp | 1914.15%-1921.0pp | 519.81%-526.7pp |
| Employer contribution / active EE | $4,292 | $2,382+80.2% | $1,913+124.3% | $4,779-10.2% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $2,862-100.0% | $5,609-100.0% |
| Admin fee / account holder | $11,838 | $6,539+81.0% | $4,726+150.5% | $10,828+9.3% |