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Employer 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 | $39,066 | $92,707-57.9% | $82,726-52.8% | $134,493-71.0% |
| Participation rate | 91.7% | 75.2%+16.5pp | 72.6%+19.1pp | 81.2%+10.4pp |
| Annual return | -15.36% | 945.12%-960.5pp | 701.33%-716.7pp | 418.01%-433.4pp |
| Employer contribution / active EE | $0 | $3,274-100.0% | $3,009-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,981 | $4,801-17.1% | $4,394-9.4% | $6,400-37.8% |
| Admin fee / account holder | $8,214 | $5,980+37.3% | $5,328+54.2% | $11,425-28.1% |