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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 | $66,705 | $67,396-1.0% | $60,919+9.5% | $134,545-50.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -11.97% | 50.12%-62.1pp | 16.96%-28.9pp | 418.37%-430.3pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $2,704-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $13,981 | $4,534+208.3% | $3,814+266.5% | $6,401+118.4% |
| Admin fee / account holder | $19,043 | $4,590+314.9% | $3,228+490.0% | $11,431+66.6% |