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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 | $32,153 | $138,076-76.7% | $123,553-74.0% | $135,380-76.2% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | -7.31% | 153.70%-161.0pp | 119.21%-126.5pp | 519.81%-527.1pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $10,527 | $6,800+54.8% | $6,426+63.8% | $5,609+87.7% |
| Admin fee / account holder | $5,472 | $10,917-49.9% | $9,284-41.1% | $10,828-49.5% |