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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 | $65,242 | $54,370+20.0% | $82,763-21.2% | $68,490-4.7% |
| Participation rate | 97.4% | 63.9%+33.4pp | 72.6%+24.8pp | 67.9%+29.5pp |
| Annual return | -16.85% | -13.67%-3.2pp | 702.45%-719.3pp | -7.85%-9.0pp |
| Employer contribution / active EE | $31 | $2,219-98.6% | $3,008-99.0% | $2,597-98.8% |
| Participant deferral / active EE | $8,968 | $3,247+176.2% | $4,395+104.0% | $4,028+122.7% |
| Admin fee / account holder | $10,032 | $4,398+128.1% | $5,325+88.4% | $5,403+85.7% |