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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 | $92,743 | $133,981-30.8% | $112,249-17.4% | $134,532-31.1% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -13.66% | 47.16%-60.8pp | 27.48%-41.1pp | 418.27%-431.9pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,931 | $5,292-63.5% | $4,729-59.2% | $6,401-69.8% |
| Admin fee / account holder | $1,980 | $7,492-73.6% | $6,412-69.1% | $11,429-82.7% |