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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 | $42,020 | $92,707-54.7% | $82,726-49.2% | $134,493-68.8% |
| Participation rate | 94.4% | 75.2%+19.2pp | 72.6%+21.9pp | 81.2%+13.2pp |
| Annual return | -16.82% | 945.12%-961.9pp | 701.33%-718.2pp | 418.01%-434.8pp |
| Employer contribution / active EE | $0 | $3,274-100.0% | $3,009-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $8,679 | $4,801+80.8% | $4,394+97.5% | $6,400+35.6% |
| Admin fee / account holder | $2,185 | $5,980-63.5% | $5,328-59.0% | $11,425-80.9% |