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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 | $77,101 | $95,917-19.6% | $79,583-3.1% | $134,545-42.7% |
| Participation rate | 93.3% | 75.0%+18.3pp | 69.5%+23.8pp | 81.2%+12.1pp |
| Annual return | -14.06% | -2.70%-11.4pp | 0.16%-14.2pp | 418.37%-432.4pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,414-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,258 | $4,694-51.9% | $3,986-43.3% | $6,401-64.7% |
| Admin fee / account holder | $13,833 | $9,132+51.5% | $6,835+102.4% | $11,431+21.0% |