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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 | $167,674 | $82,674+102.8% | $125,363+33.8% | $68,495+144.8% |
| Participation rate | 83.9% | 75.0%+8.8pp | 82.4%+1.5pp | 67.9%+16.0pp |
| Annual return | -13.72% | -5.97%-7.8pp | 572.15%-585.9pp | -7.84%-5.9pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $9,672 | $6,111+58.3% | $7,447+29.9% | $4,028+140.1% |
| Admin fee / account holder | $44,169 | $6,276+603.7% | $10,005+341.5% | $5,403+717.4% |