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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 | $143,993 | $90,607+58.9% | $79,467+81.2% | $135,380+6.4% |
| Participation rate | 95.0% | 76.0%+19.0pp | 73.3%+21.7pp | 82.6%+12.4pp |
| Annual return | -4.73% | 977.74%-982.5pp | 718.30%-723.0pp | 519.81%-524.5pp |
| Employer contribution / active EE | $8,224 | $3,068+168.1% | $2,800+193.7% | $4,779+72.1% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $41,352 | $5,895+601.5% | $5,104+710.2% | $10,828+281.9% |