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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 | $111,582 | $117,694-5.2% | $71,755+55.5% | $134,532-17.1% |
| Participation rate | 100.0% | 68.8%+31.2pp | 62.3%+37.7pp | 81.2%+18.8pp |
| Annual return | -15.90% | 25.33%-41.2pp | 9.09%-25.0pp | 418.27%-434.2pp |
| Employer contribution / active EE | $0 | $2,523-100.0% | $1,704-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $10,358 | $3,753+176.0% | $2,656+290.1% | $6,401+61.8% |
| Admin fee / account holder | $3,659 | $6,374-42.6% | $3,972-7.9% | $11,429-68.0% |