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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 | $71,507 | $138,102-48.2% | $125,381-43.0% | $134,532-46.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.86% | 750.73%-767.6pp | 572.31%-589.2pp | 418.27%-435.1pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,171 | $7,801-46.5% | $7,448-44.0% | $6,401-34.8% |
| Admin fee / account holder | $311 | $11,568-97.3% | $10,007-96.9% | $11,429-97.3% |