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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 | $57,773 | $67,340-14.2% | $60,888-5.1% | $134,493-57.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -10.16% | 49.97%-60.1pp | 16.91%-27.1pp | 418.01%-428.2pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,702-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $4,271 | $4,538-5.9% | $3,817+11.9% | $6,400-33.3% |
| Admin fee / account holder | $743 | $4,583-83.8% | $3,225-77.0% | $11,425-93.5% |