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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 | $23,155 | $138,078-83.2% | $125,363-81.5% | $134,509-82.8% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -17.31% | 750.49%-767.8pp | 572.15%-589.5pp | 418.13%-435.4pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $11,889 | $7,800+52.4% | $7,447+59.6% | $6,400+85.7% |
| Admin fee / account holder | $4,543 | $11,566-60.7% | $10,005-54.6% | $11,427-60.2% |