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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 | $35,172 | $88,585-60.3% | $69,884-49.7% | $134,532-73.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -19.35% | 442.80%-462.1pp | 190.81%-210.2pp | 418.27%-437.6pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,560-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,708 | $4,770-64.2% | $3,848-55.6% | $6,401-73.3% |
| Admin fee / account holder | $22,236 | $10,441+113.0% | $6,266+254.8% | $11,429+94.6% |