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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 | $52,968 | $92,766-42.9% | $82,763-36.0% | $134,545-60.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.28% | 946.97%-965.3pp | 702.45%-720.7pp | 418.37%-436.7pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,114 | $4,802-35.2% | $4,395-29.1% | $6,401-51.4% |
| Admin fee / account holder | $427 | $5,978-92.9% | $5,325-92.0% | $11,431-96.3% |