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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 | $69,366 | $82,678-16.1% | $125,391-44.7% | $68,490+1.3% |
| Participation rate | 77.4% | 75.1%+2.4pp | 82.4%-5.0pp | 67.9%+9.5pp |
| Annual return | -4.33% | -5.97%+1.6pp | 572.41%-576.7pp | -7.85%+3.5pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $11,172 | $6,111+82.8% | $7,448+50.0% | $4,028+177.4% |
| Admin fee / account holder | $11,778 | $6,277+87.6% | $10,009+17.7% | $5,403+118.0% |