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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 | $9,460 | $92,766-89.8% | $82,763-88.6% | $134,545-93.0% |
| Participation rate | 70.0% | 75.2%-5.2pp | 72.6%-2.6pp | 81.2%-11.2pp |
| Annual return | -19.12% | 946.97%-966.1pp | 702.45%-721.6pp | 418.37%-437.5pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,509 | $4,802-47.8% | $4,395-42.9% | $6,401-60.8% |
| Admin fee / account holder | $845 | $5,978-85.9% | $5,325-84.1% | $11,431-92.6% |