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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 | $150,302 | $135,645+10.8% | $110,243+36.3% | $135,380+11.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -7.19% | 513.24%-520.4pp | 314.76%-321.9pp | 519.81%-527.0pp |
| Employer contribution / active EE | $6,398 | $4,907+30.4% | $3,827+67.2% | $4,779+33.9% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $388 | $11,458-96.6% | $8,548-95.5% | $10,828-96.4% |