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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 | $137,681 | $99,647+38.2% | $86,439+59.3% | $134,509+2.4% |
| Participation rate | 90.9% | 82.1%+8.9pp | 80.3%+10.6pp | 81.2%+9.7pp |
| Annual return | -11.94% | 6784.13%-6796.1pp | 4395.55%-4407.5pp | 418.13%-430.1pp |
| Employer contribution / active EE | $0 | $4,401-100.0% | $3,769-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,020 | $7,246-16.9% | $6,952-13.4% | $6,400-5.9% |
| Admin fee / account holder | $12,314 | $8,373+47.1% | $6,732+82.9% | $11,427+7.8% |