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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 | $99,933 | $90,607+10.3% | $79,467+25.8% | $135,380-26.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -4.04% | 977.74%-981.8pp | 718.30%-722.3pp | 519.81%-523.8pp |
| Employer contribution / active EE | $6,994 | $3,068+128.0% | $2,800+149.8% | $4,779+46.3% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,202 | $5,895-79.6% | $5,104-76.4% | $10,828-88.9% |