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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 | $103,122 | $92,684+11.3% | $82,706+24.7% | $134,509-23.3% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 81.2%+6.3pp |
| Annual return | -19.86% | 945.84%-965.7pp | 701.76%-721.6pp | 418.13%-438.0pp |
| Employer contribution / active EE | $0 | $3,272-100.0% | $3,007-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,517 | $4,800-26.7% | $4,394-20.0% | $6,400-45.1% |
| Admin fee / account holder | $502 | $5,982-91.6% | $5,329-90.6% | $11,427-95.6% |