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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 | $39,182 | $92,766-57.8% | $82,763-52.7% | $134,545-70.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.95% | 946.97%-961.9pp | 702.45%-717.4pp | 418.37%-433.3pp |
| Employer contribution / active EE | $11,796 | $3,273+260.4% | $3,008+292.1% | $4,742+148.8% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,638 | $5,978-72.6% | $5,325-69.2% | $11,431-85.7% |