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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 | $64,551 | $152,542-57.7% | $117,498-45.1% | $134,509-52.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -8.69% | 53.02%-61.7pp | 29.75%-38.4pp | 418.13%-426.8pp |
| Employer contribution / active EE | $22,898 | $5,574+310.8% | $4,178+448.1% | $4,741+383.0% |
| Participant deferral / active EE | $0 | $4,819-100.0% | $4,071-100.0% | $6,400-100.0% |
| Admin fee / account holder | $400 | $7,006-94.3% | $5,646-92.9% | $11,427-96.5% |