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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 | $19,648 | $138,114-85.8% | $125,391-84.3% | $134,545-85.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.45% | 750.88%-762.3pp | 572.41%-583.9pp | 418.37%-429.8pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,696 | $7,801-65.4% | $7,448-63.8% | $6,401-57.9% |
| Admin fee / account holder | $565 | $11,570-95.1% | $10,009-94.4% | $11,431-95.1% |