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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 | $56,452 | $82,678-31.7% | $125,391-55.0% | $68,490-17.6% |
| Participation rate | 75.3% | 75.1%+0.3pp | 82.4%-7.1pp | 67.9%+7.4pp |
| Annual return | -18.46% | -5.97%-12.5pp | 572.41%-590.9pp | -7.85%-10.6pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $11,397 | $6,111+86.5% | $7,448+53.0% | $4,028+183.0% |
| Admin fee / account holder | $4,700 | $6,277-25.1% | $10,009-53.0% | $5,403-13.0% |