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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 | $40,738 | $90,607-55.0% | $79,467-48.7% | $135,380-69.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -3.57% | 977.74%-981.3pp | 718.30%-721.9pp | 519.81%-523.4pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,556 | $4,050+12.5% | $3,704+23.0% | $5,609-18.8% |
| Admin fee / account holder | $24,713 | $5,895+319.2% | $5,104+384.2% | $10,828+128.2% |