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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 | $92,766-54.7% | $82,763-49.2% | $134,545-68.8% |
| Participation rate | 94.4% | 75.2%+19.2pp | 72.6%+21.9pp | 81.2%+13.2pp |
| Annual return | -16.82% | 946.97%-963.8pp | 702.45%-719.3pp | 418.37%-435.2pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $8,679 | $4,802+80.7% | $4,395+97.5% | $6,401+35.6% |
| Admin fee / account holder | $2,185 | $5,978-63.4% | $5,325-59.0% | $11,431-80.9% |