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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 | $128,306 | $54,370+136.0% | $82,763+55.0% | $68,490+87.3% |
| Participation rate | 80.8% | 63.9%+16.9pp | 72.6%+8.3pp | 67.9%+12.9pp |
| Annual return | -15.41% | -13.67%-1.7pp | 702.45%-717.9pp | -7.85%-7.6pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $9,613 | $3,247+196.1% | $4,395+118.7% | $4,028+138.7% |
| Admin fee / account holder | $13,894 | $4,398+215.9% | $5,325+160.9% | $5,403+157.2% |