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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 | $47,588 | $67,396-29.4% | $60,919-21.9% | $134,545-64.6% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.1%+17.8pp | 81.2%+9.7pp |
| Annual return | -14.18% | 50.12%-64.3pp | 16.96%-31.1pp | 418.37%-432.6pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $2,704-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $6,681 | $4,534+47.3% | $3,814+75.1% | $6,401+4.4% |
| Admin fee / account holder | $5,738 | $4,590+25.0% | $3,228+77.8% | $11,431-49.8% |