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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 | $14,590 | $92,743-84.3% | $82,744-82.4% | $134,532-89.2% |
| Participation rate | 78.6% | 75.2%+3.4pp | 72.6%+6.0pp | 81.2%-2.7pp |
| Annual return | -14.35% | 946.63%-961.0pp | 702.22%-716.6pp | 418.27%-432.6pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,598 | $4,802-66.7% | $4,395-63.6% | $6,401-75.0% |
| Admin fee / account holder | $4,968 | $5,977-16.9% | $5,325-6.7% | $11,429-56.5% |