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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 | $210,780 | $167,522+25.8% | $151,639+39.0% | $134,532+56.7% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | -19.78% | 7.81%-27.6pp | 3.34%-23.1pp | 418.27%-438.1pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $14,441 | $8,986+60.7% | $8,363+72.7% | $6,401+125.6% |
| Admin fee / account holder | $156,137 | $13,780+1033.1% | $11,613+1244.5% | $11,429+1266.2% |