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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 | $225,185 | $92,743+142.8% | $82,744+172.1% | $134,532+67.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -13.28% | 946.63%-959.9pp | 702.22%-715.5pp | 418.27%-431.5pp |
| Employer contribution / active EE | $12,043 | $3,273+268.0% | $3,008+300.4% | $4,741+154.0% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $21,038 | $5,977+252.0% | $5,325+295.1% | $11,429+84.1% |