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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 | $81,528 | $84,685-3.7% | $73,836+10.4% | $125,389-35.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -2.79% | 3123.80%-3126.6pp | 2268.06%-2270.8pp | 282.24%-285.0pp |
| Employer contribution / active EE | $3,075 | $3,123-1.6% | $2,787+10.3% | $4,866-36.8% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,857 | $5,694-67.4% | $4,882-62.0% | $9,541-80.5% |