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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 | $55,004 | $92,743-40.7% | $82,744-33.5% | $134,532-59.1% |
| Participation rate | 78.6% | 75.2%+3.4pp | 72.6%+6.0pp | 81.2%-2.7pp |
| Annual return | -20.17% | 946.63%-966.8pp | 702.22%-722.4pp | 418.27%-438.4pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,411 | $4,802-8.1% | $4,395+0.4% | $6,401-31.1% |
| Admin fee / account holder | $10,096 | $5,977+68.9% | $5,325+89.6% | $11,429-11.7% |