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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 | $18,893 | $90,607-79.1% | $79,467-76.2% | $135,380-86.0% |
| Participation rate | 90.9% | 76.0%+14.9pp | 73.3%+17.6pp | 82.6%+8.3pp |
| Annual return | -5.86% | 977.74%-983.6pp | 718.30%-724.2pp | 519.81%-525.7pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,221 | $4,050-45.2% | $3,704-40.0% | $5,609-60.4% |
| Admin fee / account holder | $348 | $5,895-94.1% | $5,104-93.2% | $10,828-96.8% |