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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 | $160,229 | $82,674+93.8% | $125,381+27.8% | $68,486+134.0% |
| Participation rate | 80.0% | 75.1%+4.9pp | 82.4%-2.4pp | 67.9%+12.1pp |
| Annual return | -15.89% | -5.97%-9.9pp | 572.31%-588.2pp | -7.85%-8.0pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $10,961 | $6,111+79.4% | $7,448+47.2% | $4,028+172.1% |
| Admin fee / account holder | $5,969 | $6,277-4.9% | $10,007-40.4% | $5,404+10.5% |