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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 | $22,707 | $97,732-76.8% | $83,831-72.9% | $135,380-83.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -8.10% | 1287.56%-1295.7pp | 850.99%-859.1pp | 519.81%-527.9pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,426 | $4,683-26.8% | $4,082-16.1% | $5,609-38.9% |
| Admin fee / account holder | $3,386 | $6,675-49.3% | $5,479-38.2% | $10,828-68.7% |