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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 | $131,018 | $88,585+47.9% | $69,884+87.5% | $134,532-2.6% |
| Participation rate | 70.6% | 74.9%-4.3pp | 70.5%+0.1pp | 81.2%-10.6pp |
| Annual return | -19.47% | 442.80%-462.3pp | 190.81%-210.3pp | 418.27%-437.7pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,560-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,235 | $4,770-74.1% | $3,848-67.9% | $6,401-80.7% |
| Admin fee / account holder | $7,330 | $10,441-29.8% | $6,266+17.0% | $11,429-35.9% |