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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 | $79,992 | $90,606-11.7% | $79,466+0.7% | $135,379-40.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.46% | 977.69%-985.2pp | 718.28%-725.7pp | 519.79%-527.3pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,313 | $4,050+6.5% | $3,704+16.5% | $5,609-23.1% |
| Admin fee / account holder | $767 | $5,895-87.0% | $5,104-85.0% | $10,828-92.9% |