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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 | $79,779 | $101,283-21.2% | $75,826+5.2% | $135,380-41.1% |
| Participation rate | 80.0% | 72.7%+7.3pp | 68.2%+11.8pp | 82.6%-2.6pp |
| Annual return | -7.87% | 3384.62%-3392.5pp | 1914.15%-1922.0pp | 519.81%-527.7pp |
| Employer contribution / active EE | $0 | $2,382-100.0% | $1,913-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,891 | $3,469+12.2% | $2,862+35.9% | $5,609-30.6% |
| Admin fee / account holder | $7,596 | $6,539+16.2% | $4,726+60.7% | $10,828-29.8% |