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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 | $157,842 | $82,678+90.9% | $125,391+25.9% | $68,490+130.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -18.80% | -5.97%-12.8pp | 572.41%-591.2pp | -7.85%-10.9pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $15,769 | $6,111+158.0% | $7,448+111.7% | $4,028+291.5% |
| Admin fee / account holder | $35,629 | $6,277+467.6% | $10,009+256.0% | $5,403+559.4% |