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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 | $116,244 | $90,607+28.3% | $79,467+46.3% | $135,380-14.1% |
| Participation rate | 72.7% | 76.0%-3.3pp | 73.3%-0.6pp | 82.6%-9.9pp |
| Annual return | -4.68% | 977.74%-982.4pp | 718.30%-723.0pp | 519.81%-524.5pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $13,306 | $4,050+228.5% | $3,704+259.3% | $5,609+137.2% |
| Admin fee / account holder | $558 | $5,895-90.5% | $5,104-89.1% | $10,828-94.8% |