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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 | $118,409 | $133,998-11.6% | $112,263+5.5% | $134,545-12.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.94% | 47.17%-64.1pp | 27.49%-44.4pp | 418.37%-435.3pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $13,667 | $5,292+158.2% | $4,729+189.0% | $6,401+113.5% |
| Admin fee / account holder | $489 | $7,493-93.5% | $6,410-92.4% | $11,431-95.7% |