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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 | $78,520 | $90,607-13.3% | $79,467-1.2% | $135,380-42.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -2.14% | 977.74%-979.9pp | 718.30%-720.4pp | 519.81%-521.9pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,580 | $4,050+87.1% | $3,704+104.7% | $5,609+35.1% |
| Admin fee / account holder | $15,360 | $5,895+160.6% | $5,104+200.9% | $10,828+41.9% |