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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 | $52,757 | $67,372-21.7% | $60,906-13.4% | $134,532-60.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -15.92% | 50.05%-66.0pp | 16.94%-32.9pp | 418.27%-434.2pp |
| Employer contribution / active EE | $0 | $3,099-100.0% | $2,703-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,214 | $4,532-29.1% | $3,814-15.7% | $6,401-49.8% |
| Admin fee / account holder | $852 | $4,588-81.4% | $3,227-73.6% | $11,429-92.5% |