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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 | $108,774 | $93,098+16.8% | $77,081+41.1% | $134,509-19.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -16.72% | 62.63%-79.4pp | 42.33%-59.0pp | 418.13%-434.9pp |
| Employer contribution / active EE | $0 | $3,419-100.0% | $2,813-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,983 | $5,239+33.3% | $4,428+57.7% | $6,400+9.1% |
| Admin fee / account holder | $13,830 | $6,945+99.1% | $5,427+154.9% | $11,427+21.0% |