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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 | $193,433 | $106,557+81.5% | $91,227+112.0% | $134,545+43.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -8.65% | 160.81%-169.5pp | 114.14%-122.8pp | 418.37%-427.0pp |
| Employer contribution / active EE | $104 | $3,332-96.9% | $2,851-96.3% | $4,742-97.8% |
| Participant deferral / active EE | $0 | $4,719-100.0% | $4,234-100.0% | $6,401-100.0% |
| Admin fee / account holder | $10,466 | $6,235+67.9% | $5,423+93.0% | $11,431-8.4% |