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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 | $32,821 | $84,685-61.2% | $73,836-55.5% | $125,389-73.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -3.36% | 3123.80%-3127.2pp | 2268.06%-2271.4pp | 282.24%-285.6pp |
| Employer contribution / active EE | $1,897 | $3,123-39.3% | $2,787-32.0% | $4,866-61.0% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $2,283 | $5,694-59.9% | $4,882-53.2% | $9,541-76.1% |