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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 | $126,556 | $48,274+162.2% | $63,244+100.1% | $59,633+112.2% |
| Participation rate | 96.7% | 66.3%+30.3pp | 71.0%+25.6pp | 68.7%+28.0pp |
| Annual return | -0.97% | -240.79%+239.8pp | -70.31%+69.3pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $0 | $1,586-100.0% | $2,322-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,208 | $2,343+36.9% | $2,953+8.6% | $3,192+0.5% |
| Admin fee / account holder | $7,277 | $3,600+102.2% | $5,893+23.5% | $4,297+69.4% |