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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 | $10,352 | $92,766-88.8% | $82,763-87.5% | $134,545-92.3% |
| Participation rate | 81.0% | 75.2%+5.7pp | 72.6%+8.4pp | 81.2%-0.3pp |
| Annual return | -20.49% | 946.97%-967.5pp | 702.45%-722.9pp | 418.37%-438.9pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,322 | $4,802-72.5% | $4,395-69.9% | $6,401-79.4% |
| Admin fee / account holder | $510 | $5,978-91.5% | $5,325-90.4% | $11,431-95.5% |