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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 | $14,318 | $92,743-84.6% | $82,744-82.7% | $134,532-89.4% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -18.17% | 946.63%-964.8pp | 702.22%-720.4pp | 418.27%-436.4pp |
| Employer contribution / active EE | $2,791 | $3,273-14.7% | $3,008-7.2% | $4,741-41.1% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,342 | $5,977-60.8% | $5,325-56.0% | $11,429-79.5% |