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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 | $107,131 | $84,685+26.5% | $73,836+45.1% | $125,389-14.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -3.31% | 3123.80%-3127.1pp | 2268.06%-2271.4pp | 282.24%-285.6pp |
| Employer contribution / active EE | $6,256 | $3,123+100.3% | $2,787+124.4% | $4,866+28.6% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $17,652 | $5,694+210.0% | $4,882+261.6% | $9,541+85.0% |