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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 | $92,707-85.4% | $82,726-83.6% | $134,493-89.9% |
| Participation rate | 95.0% | 75.2%+19.8pp | 72.6%+22.4pp | 81.2%+13.8pp |
| Annual return | -15.28% | 945.12%-960.4pp | 701.33%-716.6pp | 418.01%-433.3pp |
| Employer contribution / active EE | $1,978 | $3,274-39.6% | $3,009-34.3% | $4,740-58.3% |
| Participant deferral / active EE | $0 | $4,801-100.0% | $4,394-100.0% | $6,400-100.0% |
| Admin fee / account holder | $642 | $5,980-89.3% | $5,328-88.0% | $11,425-94.4% |