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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 | $49,879 | $99,647-49.9% | $86,439-42.3% | $134,509-62.9% |
| Participation rate | 83.3% | 82.1%+1.3pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -17.32% | 6784.13%-6801.5pp | 4395.55%-4412.9pp | 418.13%-435.5pp |
| Employer contribution / active EE | $0 | $4,401-100.0% | $3,769-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $9,852 | $7,246+36.0% | $6,952+41.7% | $6,400+53.9% |
| Admin fee / account holder | $18,876 | $8,373+125.4% | $6,732+180.4% | $11,427+65.2% |