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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 | $78,840 | $67,396+17.0% | $60,919+29.4% | $134,545-41.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -10.68% | 50.12%-60.8pp | 16.96%-27.6pp | 418.37%-429.1pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $2,704-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $5,047 | $4,534+11.3% | $3,814+32.3% | $6,401-21.2% |
| Admin fee / account holder | $1,600 | $4,590-65.1% | $3,228-50.4% | $11,431-86.0% |