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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 | $92,707-42.9% | $82,726-36.0% | $134,493-60.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.28% | 945.12%-963.4pp | 701.33%-719.6pp | 418.01%-436.3pp |
| Employer contribution / active EE | $0 | $3,274-100.0% | $3,009-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,114 | $4,801-35.1% | $4,394-29.1% | $6,400-51.3% |
| Admin fee / account holder | $427 | $5,980-92.9% | $5,328-92.0% | $11,425-96.3% |