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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 | $37,570 | $90,606-58.5% | $79,466-52.7% | $135,379-72.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -3.90% | 977.69%-981.6pp | 718.28%-722.2pp | 519.79%-523.7pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,926 | $4,050-52.5% | $3,704-48.0% | $5,609-65.7% |
| Admin fee / account holder | $2,353 | $5,895-60.1% | $5,104-53.9% | $10,828-78.3% |