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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 | $74,301 | $92,743-19.9% | $82,744-10.2% | $134,532-44.8% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -17.15% | 946.63%-963.8pp | 702.22%-719.4pp | 418.27%-435.4pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,624 | $4,802-24.5% | $4,395-17.5% | $6,401-43.4% |
| Admin fee / account holder | $12,475 | $5,977+108.7% | $5,325+134.3% | $11,429+9.2% |