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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 | $19,270 | $138,102-86.0% | $125,381-84.6% | $134,532-85.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.80% | 750.73%-767.5pp | 572.31%-589.1pp | 418.27%-435.1pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,898 | $7,801-37.2% | $7,448-34.2% | $6,401-23.5% |
| Admin fee / account holder | $10,599 | $11,568-8.4% | $10,007+5.9% | $11,429-7.3% |