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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 | $157,145 | $142,392+10.4% | $119,622+31.4% | $134,532+16.8% |
| Participation rate | 92.3% | 82.8%+9.5pp | 79.3%+13.0pp | 81.2%+11.1pp |
| Annual return | -18.41% | -12.46%-5.9pp | -14.98%-3.4pp | 418.27%-436.7pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $7,346 | $6,467+13.6% | $5,601+31.2% | $6,401+14.8% |
| Admin fee / account holder | $11,199 | $13,593-17.6% | $10,328+8.4% | $11,429-2.0% |