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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 | $45,845 | $75,962-39.6% | $154,108-70.3% | $64,173-28.6% |
| Participation rate | 98.6% | 70.4%+28.2pp | 83.0%+15.5pp | 69.6%+29.0pp |
| Annual return | -5.05% | 30.32%-35.4pp | 735.21%-740.3pp | 7.63%-12.7pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,752 | $3,175+18.2% | $5,081-26.1% | $3,470+8.1% |
| Admin fee / account holder | $3,158 | $5,589-43.5% | $13,411-76.5% | $4,887-35.4% |