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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 | $38,098 | $92,743-58.9% | $82,744-54.0% | $134,532-71.7% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -20.73% | 946.63%-967.4pp | 702.22%-722.9pp | 418.27%-439.0pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,458 | $4,802-69.6% | $4,395-66.8% | $6,401-77.2% |
| Admin fee / account holder | $4,261 | $5,977-28.7% | $5,325-20.0% | $11,429-62.7% |