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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 | $74,015 | $95,915-22.8% | $79,580-7.0% | $134,532-45.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -15.19% | -2.71%-12.5pp | 0.15%-15.3pp | 418.27%-433.5pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,500 | $4,693-25.4% | $3,985-12.2% | $6,401-45.3% |
| Admin fee / account holder | $430 | $9,132-95.3% | $6,835-93.7% | $11,429-96.2% |