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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 | $13,555 | $92,766-85.4% | $82,763-83.6% | $134,545-89.9% |
| Participation rate | 95.0% | 75.2%+19.8pp | 72.6%+22.4pp | 81.2%+13.8pp |
| Annual return | -15.28% | 946.97%-962.3pp | 702.45%-717.7pp | 418.37%-433.6pp |
| Employer contribution / active EE | $1,978 | $3,273-39.6% | $3,008-34.3% | $4,742-58.3% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $642 | $5,978-89.3% | $5,325-87.9% | $11,431-94.4% |