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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 | $30,811 | $95,975-67.9% | $74,549-58.7% | $135,379-77.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -1.15% | 56.96%-58.1pp | 32.53%-33.7pp | 519.79%-520.9pp |
| Employer contribution / active EE | $3,333 | $2,716+22.7% | $1,961+70.0% | $4,779-30.2% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,649 | $6,522-74.7% | $5,059-67.4% | $10,828-84.8% |