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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 | $228,115 | $77,817+193.1% | $123,553+84.6% | $64,173+255.5% |
| Participation rate | 72.5% | 74.7%-2.2pp | 82.3%-9.8pp | 69.6%+2.9pp |
| Annual return | -3.72% | 12.49%-16.2pp | 119.21%-122.9pp | 7.63%-11.3pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $9,297 | $5,240+77.4% | $6,426+44.7% | $3,470+168.0% |
| Admin fee / account holder | $33,032 | $5,519+498.5% | $9,284+255.8% | $4,887+575.9% |