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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 | $71,731 | $92,684-22.6% | $82,706-13.3% | $134,509-46.7% |
| Participation rate | 90.9% | 75.2%+15.7pp | 72.6%+18.4pp | 81.2%+9.7pp |
| Annual return | -17.34% | 945.84%-963.2pp | 701.76%-719.1pp | 418.13%-435.5pp |
| Employer contribution / active EE | $0 | $3,272-100.0% | $3,007-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $7,492 | $4,800+56.1% | $4,394+70.5% | $6,400+17.1% |
| Admin fee / account holder | $582 | $5,982-90.3% | $5,329-89.1% | $11,427-94.9% |