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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 | $13,542 | $90,606-85.1% | $79,466-83.0% | $135,379-90.0% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 82.6%-7.6pp |
| Annual return | -5.52% | 977.69%-983.2pp | 718.28%-723.8pp | 519.79%-525.3pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,240 | $4,050-20.0% | $3,704-12.5% | $5,609-42.2% |
| Admin fee / account holder | $1,945 | $5,895-67.0% | $5,104-61.9% | $10,828-82.0% |