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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 | $24,945 | $133,981-81.4% | $112,249-77.8% | $134,532-81.5% |
| Participation rate | 94.4% | 78.6%+15.9pp | 75.1%+19.4pp | 81.2%+13.2pp |
| Annual return | -18.44% | 47.16%-65.6pp | 27.48%-45.9pp | 418.27%-436.7pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $7,525 | $5,292+42.2% | $4,729+59.1% | $6,401+17.6% |
| Admin fee / account holder | $835 | $7,492-88.9% | $6,412-87.0% | $11,429-92.7% |