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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 | $130,978 | $95,975+36.5% | $74,549+75.7% | $135,379-3.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -3.68% | 56.96%-60.6pp | 32.53%-36.2pp | 519.79%-523.5pp |
| Employer contribution / active EE | $3,749 | $2,716+38.0% | $1,961+91.2% | $4,779-21.5% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $4,560 | $6,522-30.1% | $5,059-9.9% | $10,828-57.9% |