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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 | $38,208 | $138,102-72.3% | $125,381-69.5% | $134,532-71.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.13% | 750.73%-769.9pp | 572.31%-591.4pp | 418.27%-437.4pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,926 | $7,801-36.9% | $7,448-33.9% | $6,401-23.0% |
| Admin fee / account holder | $464 | $11,568-96.0% | $10,007-95.4% | $11,429-95.9% |