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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 | $39,697 | $67,396-41.1% | $60,919-34.8% | $134,545-70.5% |
| Participation rate | 95.5% | 76.2%+19.3pp | 73.1%+22.4pp | 81.2%+14.2pp |
| Annual return | -18.33% | 50.12%-68.4pp | 16.96%-35.3pp | 418.37%-436.7pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $2,704-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,593 | $4,534-20.8% | $3,814-5.8% | $6,401-43.9% |
| Admin fee / account holder | $1,122 | $4,590-75.5% | $3,228-65.2% | $11,431-90.2% |