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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 | $14,852 | $138,102-89.2% | $125,381-88.2% | $134,532-89.0% |
| Participation rate | 70.6% | 84.5%-13.9pp | 82.4%-11.8pp | 81.2%-10.6pp |
| Annual return | -14.80% | 750.73%-765.5pp | 572.31%-587.1pp | 418.27%-433.1pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $9,650 | $7,801+23.7% | $7,448+29.6% | $6,401+50.8% |
| Admin fee / account holder | $5,462 | $11,568-52.8% | $10,007-45.4% | $11,429-52.2% |