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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 | $16,755 | $138,078-87.9% | $125,363-86.6% | $134,509-87.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.73% | 750.49%-766.2pp | 572.15%-587.9pp | 418.13%-433.9pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $13,774 | $7,800+76.6% | $7,447+85.0% | $6,400+115.2% |
| Admin fee / account holder | $2,115 | $11,566-81.7% | $10,005-78.9% | $11,427-81.5% |