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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 | $14,431 | $90,607-84.1% | $79,467-81.8% | $135,380-89.3% |
| Participation rate | 95.8% | 76.0%+19.8pp | 73.3%+22.5pp | 82.6%+13.2pp |
| Annual return | -3.84% | 977.74%-981.6pp | 718.30%-722.1pp | 519.81%-523.6pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,389 | $4,050+8.3% | $3,704+18.5% | $5,609-21.8% |
| Admin fee / account holder | $5,839 | $5,895-1.0% | $5,104+14.4% | $10,828-46.1% |