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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 | $84,259 | $82,674+1.9% | $125,363-32.8% | $68,495+23.0% |
| Participation rate | 88.0% | 75.0%+13.0pp | 82.4%+5.6pp | 67.9%+20.1pp |
| Annual return | -14.31% | -5.97%-8.3pp | 572.15%-586.5pp | -7.84%-6.5pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,913 | $6,111-19.6% | $7,447-34.0% | $4,028+22.0% |
| Admin fee / account holder | $14,928 | $6,276+137.9% | $10,005+49.2% | $5,403+176.3% |