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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 | $102,648 | $75,935+35.2% | $60,547+69.5% | $125,389-18.1% |
| Participation rate | 73.9% | 76.5%-2.6pp | 68.0%+6.0pp | 83.2%-9.3pp |
| Annual return | -2.12% | -5.38%+3.3pp | 335.64%-337.8pp | 282.24%-284.4pp |
| Employer contribution / active EE | $0 | $3,438-100.0% | $2,419-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $8,343 | $4,506+85.1% | $3,328+150.7% | $5,352+55.9% |
| Admin fee / account holder | $28,105 | $6,768+315.3% | $4,536+519.6% | $9,541+194.6% |