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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 | $36,116 | $67,396-46.4% | $60,919-40.7% | $134,545-73.2% |
| Participation rate | 88.2% | 76.2%+12.0pp | 73.1%+15.1pp | 81.2%+7.0pp |
| Annual return | -17.26% | 50.12%-67.4pp | 16.96%-34.2pp | 418.37%-435.6pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $2,704-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,394 | $4,534-25.2% | $3,814-11.0% | $6,401-47.0% |
| Admin fee / account holder | $9,538 | $4,590+107.8% | $3,228+195.5% | $11,431-16.6% |