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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 | $55,278 | $82,630-33.1% | $64,105-13.8% | $125,393-55.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -1.09% | 1489.72%-1490.8pp | 791.24%-792.3pp | 282.23%-283.3pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,107 | $3,608-69.3% | $2,822-60.8% | $5,351-79.3% |
| Admin fee / account holder | $1,116 | $6,382-82.5% | $4,499-75.2% | $9,541-88.3% |