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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 | $63,333 | $92,766-31.7% | $82,763-23.5% | $134,545-52.9% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -15.59% | 946.97%-962.6pp | 702.45%-718.0pp | 418.37%-434.0pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $55 | $4,802-98.8% | $4,395-98.7% | $6,401-99.1% |
| Admin fee / account holder | $1,927 | $5,978-67.8% | $5,325-63.8% | $11,431-83.1% |