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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 | $75,108 | $92,766-19.0% | $82,763-9.2% | $134,545-44.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -12.71% | 946.97%-959.7pp | 702.45%-715.2pp | 418.37%-431.1pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $6,235 | $4,802+29.8% | $4,395+41.9% | $6,401-2.6% |
| Admin fee / account holder | $5,497 | $5,978-8.0% | $5,325+3.2% | $11,431-51.9% |