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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 | $47,998 | $92,743-48.2% | $82,744-42.0% | $134,532-64.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.71% | 946.63%-963.3pp | 702.22%-718.9pp | 418.27%-435.0pp |
| Employer contribution / active EE | $4,909 | $3,273+50.0% | $3,008+63.2% | $4,741+3.5% |
| Participant deferral / active EE | $165 | $4,802-96.6% | $4,395-96.2% | $6,401-97.4% |
| Admin fee / account holder | $75,998 | $5,977+1171.4% | $5,325+1327.2% | $11,429+565.0% |