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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 | $59,286 | $97,729-39.3% | $83,830-29.3% | $135,379-56.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -2.17% | 1287.52%-1289.7pp | 850.97%-853.1pp | 519.79%-522.0pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $144 | $4,683-96.9% | $4,082-96.5% | $5,609-97.4% |
| Admin fee / account holder | $110,619 | $6,674+1557.4% | $5,479+1919.1% | $10,828+921.6% |