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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 | $66,355 | $84,697-21.7% | $73,845-10.1% | $125,393-47.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -1.19% | 3123.66%-3124.9pp | 2267.91%-2269.1pp | 282.23%-283.4pp |
| Employer contribution / active EE | $11,121 | $3,123+256.0% | $2,788+298.9% | $4,866+128.5% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,351-100.0% |
| Admin fee / account holder | $1,552 | $5,692-72.7% | $4,881-68.2% | $9,541-83.7% |