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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 | $75,244 | $117,694-36.1% | $71,755+4.9% | $134,532-44.1% |
| Participation rate | 71.4% | 68.8%+2.6pp | 62.3%+9.1pp | 81.2%-9.8pp |
| Annual return | -18.65% | 25.33%-44.0pp | 9.09%-27.7pp | 418.27%-436.9pp |
| Employer contribution / active EE | $0 | $2,523-100.0% | $1,704-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,841 | $3,753+2.3% | $2,656+44.6% | $6,401-40.0% |
| Admin fee / account holder | $22,939 | $6,374+259.9% | $3,972+477.5% | $11,429+100.7% |