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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 | $31,051 | $90,607-65.7% | $79,467-60.9% | $135,380-77.1% |
| Participation rate | 72.7% | 76.0%-3.3pp | 73.3%-0.6pp | 82.6%-9.9pp |
| Annual return | -1.75% | 977.74%-979.5pp | 718.30%-720.0pp | 519.81%-521.6pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $915 | $4,050-77.4% | $3,704-75.3% | $5,609-83.7% |
| Admin fee / account holder | $2,482 | $5,895-57.9% | $5,104-51.4% | $10,828-77.1% |