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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 | $81,839 | $92,743-11.8% | $82,744-1.1% | $134,532-39.2% |
| Participation rate | 90.0% | 75.2%+14.8pp | 72.6%+17.4pp | 81.2%+8.8pp |
| Annual return | -11.11% | 946.63%-957.7pp | 702.22%-713.3pp | 418.27%-429.4pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $9,749 | $4,802+103.0% | $4,395+121.8% | $6,401+52.3% |
| Admin fee / account holder | $7,691 | $5,977+28.7% | $5,325+44.4% | $11,429-32.7% |