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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 | $37,457 | $67,396-44.4% | $60,919-38.5% | $134,545-72.2% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.1%+15.8pp | 81.2%+7.7pp |
| Annual return | -4.81% | 50.12%-54.9pp | 16.96%-21.8pp | 418.37%-423.2pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $2,704-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,706 | $4,534-40.3% | $3,814-29.1% | $6,401-57.7% |
| Admin fee / account holder | $7,431 | $4,590+61.9% | $3,228+130.2% | $11,431-35.0% |