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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 | $80,877 | $95,917-15.7% | $79,583+1.6% | $134,545-39.9% |
| Participation rate | 87.5% | 75.0%+12.5pp | 69.5%+18.0pp | 81.2%+6.3pp |
| Annual return | -17.59% | -2.70%-14.9pp | 0.16%-17.8pp | 418.37%-436.0pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,414-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $6,272 | $4,694+33.6% | $3,986+57.4% | $6,401-2.0% |
| Admin fee / account holder | $3,990 | $9,132-56.3% | $6,835-41.6% | $11,431-65.1% |