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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 | $116,831 | $100,805+15.9% | $86,698+34.8% | $134,532-13.2% |
| Participation rate | 80.0% | 79.0%+1.0pp | 76.6%+3.4pp | 81.2%-1.2pp |
| Annual return | -19.82% | 29.09%-48.9pp | 35.95%-55.8pp | 418.27%-438.1pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $7,270 | $5,339+36.2% | $4,656+56.1% | $6,401+13.6% |
| Admin fee / account holder | $1,329 | $10,925-87.8% | $7,493-82.3% | $11,429-88.4% |