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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 | $49,506 | $67,396-26.5% | $60,919-18.7% | $134,545-63.2% |
| Participation rate | 84.6% | 76.2%+8.4pp | 73.1%+11.5pp | 81.2%+3.4pp |
| Annual return | -8.87% | 50.12%-59.0pp | 16.96%-25.8pp | 418.37%-427.2pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $2,704-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,250 | $4,534-72.4% | $3,814-67.2% | $6,401-80.5% |
| Admin fee / account holder | $7,488 | $4,590+63.1% | $3,228+132.0% | $11,431-34.5% |