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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 | $57,113 | $90,606-37.0% | $79,466-28.1% | $135,379-57.8% |
| Participation rate | 95.5% | 76.0%+19.4pp | 73.3%+22.1pp | 82.6%+12.8pp |
| Annual return | -3.96% | 977.69%-981.7pp | 718.28%-722.2pp | 519.79%-523.8pp |
| Employer contribution / active EE | $4,548 | $3,068+48.3% | $2,800+62.4% | $4,779-4.8% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $18,255 | $5,895+209.7% | $5,104+257.7% | $10,828+68.6% |