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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 | $212,542 | $90,617+134.6% | $79,476+167.4% | $135,382+57.0% |
| Participation rate | 71.4% | 76.1%-4.6pp | 73.3%-1.9pp | 82.6%-11.2pp |
| Annual return | -7.24% | 977.57%-984.8pp | 718.21%-725.4pp | 519.77%-527.0pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,433 | $4,050-15.2% | $3,704-7.3% | $5,609-38.8% |
| Admin fee / account holder | $7,303 | $5,907+23.6% | $5,113+42.8% | $10,829-32.6% |