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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 | $37,372 | $133,981-72.1% | $112,249-66.7% | $134,532-72.2% |
| Participation rate | 87.5% | 78.6%+8.9pp | 75.1%+12.4pp | 81.2%+6.3pp |
| Annual return | -16.40% | 47.16%-63.6pp | 27.48%-43.9pp | 418.27%-434.7pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,679 | $5,292+7.3% | $4,729+20.1% | $6,401-11.3% |
| Admin fee / account holder | $16,400 | $7,492+118.9% | $6,412+155.8% | $11,429+43.5% |