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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 | $43,045 | $54,355-20.8% | $82,744-48.0% | $68,486-37.1% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -14.27% | -13.67%-0.6pp | 702.22%-716.5pp | -7.85%-6.4pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,563 | $3,246+9.8% | $4,395-18.9% | $4,028-11.5% |
| Admin fee / account holder | $1,285 | $4,397-70.8% | $5,325-75.9% | $5,404-76.2% |