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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 | $9,985 | $90,607-89.0% | $79,467-87.4% | $135,380-92.6% |
| Participation rate | 93.3% | 76.0%+17.3pp | 73.3%+20.0pp | 82.6%+10.7pp |
| Annual return | -5.52% | 977.74%-983.3pp | 718.30%-723.8pp | 519.81%-525.3pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,671 | $4,050-58.7% | $3,704-54.9% | $5,609-70.2% |
| Admin fee / account holder | $2,812 | $5,895-52.3% | $5,104-44.9% | $10,828-74.0% |