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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 | $18,105 | $95,979-81.1% | $74,551-75.7% | $135,380-86.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -0.12% | 56.97%-57.1pp | 32.53%-32.7pp | 519.81%-519.9pp |
| Employer contribution / active EE | $11,612 | $2,716+327.5% | $1,961+492.1% | $4,779+143.0% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $14,287 | $6,522+119.0% | $5,059+182.4% | $10,828+31.9% |