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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 | $47,725 | $97,759-51.2% | $83,849-43.1% | $135,377-64.7% |
| Participation rate | 76.9% | 79.9%-3.0pp | 76.1%+0.8pp | 82.6%-5.7pp |
| Annual return | -5.24% | 1287.41%-1292.6pp | 850.91%-856.1pp | 519.75%-525.0pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,601 | $4,682-65.8% | $4,082-60.8% | $5,609-71.5% |
| Admin fee / account holder | $4,173 | $6,674-37.5% | $5,478-23.8% | $10,828-61.5% |