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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 | $37,062 | $92,766-60.0% | $82,763-55.2% | $134,545-72.5% |
| Participation rate | 77.8% | 75.2%+2.6pp | 72.6%+5.2pp | 81.2%-3.5pp |
| Annual return | -11.22% | 946.97%-958.2pp | 702.45%-713.7pp | 418.37%-429.6pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,447 | $4,802-28.2% | $4,395-21.6% | $6,401-46.2% |
| Admin fee / account holder | $3,055 | $5,978-48.9% | $5,325-42.6% | $11,431-73.3% |