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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 | $103,122 | $92,766+11.2% | $82,763+24.6% | $134,545-23.4% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 81.2%+6.3pp |
| Annual return | -19.86% | 946.97%-966.8pp | 702.45%-722.3pp | 418.37%-438.2pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,517 | $4,802-26.8% | $4,395-20.0% | $6,401-45.1% |
| Admin fee / account holder | $502 | $5,978-91.6% | $5,325-90.6% | $11,431-95.6% |