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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 | $78,475 | $90,607-13.4% | $79,467-1.2% | $135,380-42.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.03% | 977.74%-984.8pp | 718.30%-725.3pp | 519.81%-526.8pp |
| Employer contribution / active EE | $2,250 | $3,068-26.7% | $2,800-19.7% | $4,779-52.9% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $15,031 | $5,895+155.0% | $5,104+194.5% | $10,828+38.8% |