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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 | $39,075 | $92,707-57.9% | $82,726-52.8% | $134,493-70.9% |
| Participation rate | 91.7% | 75.2%+16.5pp | 72.6%+19.1pp | 81.2%+10.4pp |
| Annual return | -2.85% | 945.12%-948.0pp | 701.33%-704.2pp | 418.01%-420.9pp |
| Employer contribution / active EE | $0 | $3,274-100.0% | $3,009-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,694 | $4,801-64.7% | $4,394-61.4% | $6,400-73.5% |
| Admin fee / account holder | $840 | $5,980-85.9% | $5,328-84.2% | $11,425-92.6% |