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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 | $56,515 | $48,274+17.1% | $63,244-10.6% | $59,633-5.2% |
| Participation rate | 90.2% | 66.3%+23.8pp | 71.0%+19.1pp | 68.7%+21.5pp |
| Annual return | -0.44% | -240.79%+240.3pp | -70.31%+69.9pp | 2041.40%-2041.8pp |
| Employer contribution / active EE | $0 | $1,586-100.0% | $2,322-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,631 | $2,343-30.4% | $2,953-44.8% | $3,192-48.9% |
| Admin fee / account holder | $3,146 | $3,600-12.6% | $5,893-46.6% | $4,297-26.8% |