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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 | $156,988 | $90,607+73.3% | $79,467+97.6% | $135,380+16.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.48% | 977.74%-985.2pp | 718.30%-725.8pp | 519.81%-527.3pp |
| Employer contribution / active EE | $287 | $3,068-90.7% | $2,800-89.8% | $4,779-94.0% |
| Participant deferral / active EE | $417 | $4,050-89.7% | $3,704-88.8% | $5,609-92.6% |
| Admin fee / account holder | $17,032 | $5,895+188.9% | $5,104+233.7% | $10,828+57.3% |