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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 | $67,314 | $48,274+39.4% | $63,244+6.4% | $59,633+12.9% |
| Participation rate | 82.8% | 66.3%+16.4pp | 71.0%+11.7pp | 68.7%+14.1pp |
| Annual return | -1.40% | -240.79%+239.4pp | -70.31%+68.9pp | 2041.40%-2042.8pp |
| Employer contribution / active EE | $5,443 | $1,586+243.1% | $2,322+134.4% | $2,203+147.1% |
| Participant deferral / active EE | $0 | $2,343-100.0% | $2,953-100.0% | $3,192-100.0% |
| Admin fee / account holder | $3,428 | $3,600-4.8% | $5,893-41.8% | $4,297-20.2% |