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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 | $122,401 | $94,529+29.5% | $140,019-12.6% | $64,173+90.7% |
| Participation rate | 78.6% | 84.1%-5.5pp | 87.5%-8.9pp | 69.6%+9.0pp |
| Annual return | -2.23% | 7.77%-10.0pp | 651.17%-653.4pp | 7.63%-9.9pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,509 | $5,250-33.2% | $6,927-49.3% | $3,470+1.1% |
| Admin fee / account holder | $16,906 | $6,741+150.8% | $10,705+57.9% | $4,887+245.9% |