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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 | $98,542 | $54,370+81.2% | $82,763+19.1% | $68,490+43.9% |
| Participation rate | 93.8% | 63.9%+29.8pp | 72.6%+21.2pp | 67.9%+25.9pp |
| Annual return | -10.32% | -13.67%+3.4pp | 702.45%-712.8pp | -7.85%-2.5pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,528 | $3,247+70.2% | $4,395+25.8% | $4,028+37.2% |
| Admin fee / account holder | $34,596 | $4,398+686.6% | $5,325+549.7% | $5,403+540.3% |