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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 | $86,602 | $92,743-6.6% | $82,744+4.7% | $134,532-35.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -13.00% | 946.63%-959.6pp | 702.22%-715.2pp | 418.27%-431.3pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $8,652 | $4,802+80.2% | $4,395+96.9% | $6,401+35.2% |
| Admin fee / account holder | $11,623 | $5,977+94.5% | $5,325+118.3% | $11,429+1.7% |