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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 | $148,575 | $67,372+120.5% | $60,906+143.9% | $134,532+10.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -9.55% | 50.05%-59.6pp | 16.94%-26.5pp | 418.27%-427.8pp |
| Employer contribution / active EE | $0 | $3,099-100.0% | $2,703-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $24,400 | $4,532+438.4% | $3,814+539.8% | $6,401+281.2% |
| Admin fee / account holder | $500 | $4,588-89.1% | $3,227-84.5% | $11,429-95.6% |