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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 | $248,364 | $93,117+166.7% | $77,096+222.1% | $134,532+84.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -15.37% | 62.67%-78.0pp | 42.35%-57.7pp | 418.27%-433.6pp |
| Employer contribution / active EE | $0 | $3,420-100.0% | $2,814-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $23,750 | $5,241+353.1% | $4,429+436.2% | $6,401+271.0% |
| Admin fee / account holder | $8,191 | $6,948+17.9% | $5,428+50.9% | $11,429-28.3% |