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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 | $27,179 | $92,766-70.7% | $82,763-67.2% | $134,545-79.8% |
| Participation rate | 93.3% | 75.2%+18.1pp | 72.6%+20.8pp | 81.2%+12.1pp |
| Annual return | -18.38% | 946.97%-965.4pp | 702.45%-720.8pp | 418.37%-436.7pp |
| Employer contribution / active EE | $2,483 | $3,273-24.1% | $3,008-17.5% | $4,742-47.6% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $594 | $5,978-90.1% | $5,325-88.9% | $11,431-94.8% |