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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 | $40,873 | $138,102-70.4% | $125,381-67.4% | $134,532-69.6% |
| Participation rate | 78.6% | 84.5%-5.9pp | 82.4%-3.8pp | 81.2%-2.7pp |
| Annual return | -11.01% | 750.73%-761.7pp | 572.31%-583.3pp | 418.27%-429.3pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,411 | $7,801-30.6% | $7,448-27.3% | $6,401-15.5% |
| Admin fee / account holder | $70,701 | $11,568+511.2% | $10,007+606.5% | $11,429+518.6% |