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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 | $86,654 | $92,743-6.6% | $82,744+4.7% | $134,532-35.6% |
| Participation rate | 90.0% | 75.2%+14.8pp | 72.6%+17.4pp | 81.2%+8.8pp |
| Annual return | -11.60% | 946.63%-958.2pp | 702.22%-713.8pp | 418.27%-429.9pp |
| Employer contribution / active EE | $4,016 | $3,273+22.7% | $3,008+33.5% | $4,741-15.3% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $15,157 | $5,977+153.6% | $5,325+184.7% | $11,429+32.6% |