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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 | $24,705 | $152,542-83.8% | $117,498-79.0% | $134,509-81.6% |
| Participation rate | 90.9% | 77.1%+13.8pp | 70.6%+20.3pp | 81.2%+9.7pp |
| Annual return | -6.10% | 53.02%-59.1pp | 29.75%-35.9pp | 418.13%-424.2pp |
| Employer contribution / active EE | $0 | $5,574-100.0% | $4,178-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,084 | $4,819-36.0% | $4,071-24.3% | $6,400-51.8% |
| Admin fee / account holder | $701 | $7,006-90.0% | $5,646-87.6% | $11,427-93.9% |