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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 | $34,010 | $197,819-82.8% | $155,789-78.2% | $125,389-72.9% |
| Participation rate | 94.1% | 82.1%+12.0pp | 76.1%+18.0pp | 83.2%+10.9pp |
| Annual return | -3.56% | 86.73%-90.3pp | 71.54%-75.1pp | 282.24%-285.8pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $3,839-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $5,967 | $5,631+6.0% | $4,798+24.4% | $5,352+11.5% |
| Admin fee / account holder | $646 | $9,544-93.2% | $7,477-91.4% | $9,541-93.2% |