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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 | $71,244 | $138,078-48.4% | $125,363-43.2% | $134,509-47.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.45% | 750.49%-765.9pp | 572.15%-587.6pp | 418.13%-433.6pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $22,750 | $7,800+191.7% | $7,447+205.5% | $6,400+255.4% |
| Admin fee / account holder | $432 | $11,566-96.3% | $10,005-95.7% | $11,427-96.2% |