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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 | $63,258 | $92,743-31.8% | $82,744-23.5% | $134,532-53.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.02% | 946.63%-960.7pp | 702.22%-716.2pp | 418.27%-432.3pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $7,337 | $4,802+52.8% | $4,395+67.0% | $6,401+14.6% |
| Admin fee / account holder | $863 | $5,977-85.6% | $5,325-83.8% | $11,429-92.4% |