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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 | $105,607 | $92,684+13.9% | $82,706+27.7% | $134,509-21.5% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -16.62% | 945.84%-962.5pp | 701.76%-718.4pp | 418.13%-434.8pp |
| Employer contribution / active EE | $0 | $3,272-100.0% | $3,007-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,451 | $4,800+34.4% | $4,394+46.8% | $6,400+0.8% |
| Admin fee / account holder | $4,385 | $5,982-26.7% | $5,329-17.7% | $11,427-61.6% |