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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 | $211,566 | $100,792+109.9% | $86,691+144.0% | $134,509+57.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -14.43% | 29.08%-43.5pp | 35.94%-50.4pp | 418.13%-432.6pp |
| Employer contribution / active EE | $0 | $3,491-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $12,222 | $5,339+128.9% | $4,656+162.5% | $6,400+91.0% |
| Admin fee / account holder | $1,181 | $10,924-89.2% | $7,492-84.2% | $11,427-89.7% |