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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 | $30,443 | $67,372-54.8% | $60,906-50.0% | $134,532-77.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -8.48% | 50.05%-58.5pp | 16.94%-25.4pp | 418.27%-426.7pp |
| Employer contribution / active EE | $0 | $3,099-100.0% | $2,703-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,923 | $4,532-57.6% | $3,814-49.6% | $6,401-70.0% |
| Admin fee / account holder | $1,037 | $4,588-77.4% | $3,227-67.9% | $11,429-90.9% |