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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 | $19,440 | $138,114-85.9% | $125,391-84.5% | $134,545-85.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.35% | 750.88%-762.2pp | 572.41%-583.8pp | 418.37%-429.7pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $8,231 | $7,801+5.5% | $7,448+10.5% | $6,401+28.6% |
| Admin fee / account holder | $346 | $11,570-97.0% | $10,009-96.5% | $11,431-97.0% |