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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 | $38,821 | $138,076-71.9% | $123,553-68.6% | $135,380-71.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.22% | 153.70%-156.9pp | 119.21%-122.4pp | 519.81%-523.0pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $18,540 | $6,800+172.7% | $6,426+188.5% | $5,609+230.5% |
| Admin fee / account holder | $12,044 | $10,917+10.3% | $9,284+29.7% | $10,828+11.2% |