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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 | $46,335 | $138,075-66.4% | $123,552-62.5% | $135,379-65.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.17% | 153.70%-159.9pp | 119.20%-125.4pp | 519.79%-526.0pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,821 | $6,800-14.4% | $6,426-9.4% | $5,609+3.8% |
| Admin fee / account holder | $7,179 | $10,917-34.2% | $9,285-22.7% | $10,828-33.7% |