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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 | $81,536 | $93,117-12.4% | $77,096+5.8% | $134,532-39.4% |
| Participation rate | 75.0% | 74.5%+0.5pp | 67.9%+7.1pp | 81.2%-6.2pp |
| Annual return | -18.93% | 62.67%-81.6pp | 42.35%-61.3pp | 418.27%-437.2pp |
| Employer contribution / active EE | $0 | $3,420-100.0% | $2,814-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $10,791 | $5,241+105.9% | $4,429+143.6% | $6,401+68.6% |
| Admin fee / account holder | $415 | $6,948-94.0% | $5,428-92.3% | $11,429-96.4% |