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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 | $105,358 | $133,983-21.4% | $112,244-6.1% | $134,493-21.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.16% | 47.13%-62.3pp | 27.46%-42.6pp | 418.01%-433.2pp |
| Employer contribution / active EE | $0 | $4,039-100.0% | $3,635-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $8,991 | $5,291+69.9% | $4,728+90.2% | $6,400+40.5% |
| Admin fee / account holder | $656 | $7,490-91.2% | $6,411-89.8% | $11,425-94.3% |