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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 | $82,713 | $97,759-15.4% | $83,849-1.4% | $135,377-38.9% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.57% | 1287.41%-1293.0pp | 850.91%-856.5pp | 519.75%-525.3pp |
| Employer contribution / active EE | $1,281 | $4,222-69.6% | $3,631-64.7% | $4,779-73.2% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $922 | $6,674-86.2% | $5,478-83.2% | $10,828-91.5% |