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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 | $29,474 | $92,766-68.2% | $82,763-64.4% | $134,545-78.1% |
| Participation rate | 86.7% | 75.2%+11.5pp | 72.6%+14.1pp | 81.2%+5.4pp |
| Annual return | -13.85% | 946.97%-960.8pp | 702.45%-716.3pp | 418.37%-432.2pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,198 | $4,802-12.6% | $4,395-4.5% | $6,401-34.4% |
| Admin fee / account holder | $698 | $5,978-88.3% | $5,325-86.9% | $11,431-93.9% |