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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 | $87,041 | $118,875-26.8% | $96,572-9.9% | $167,553-48.1% |
| Participation rate | 87.5% | 75.5%+12.0pp | 69.8%+17.7pp | 82.1%+5.4pp |
| Annual return | 9.81% | 50.50%-40.7pp | 37.79%-28.0pp | 478.89%-469.1pp |
| Employer contribution / active EE | $0 | $3,121-100.0% | $2,357-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $2,845 | $4,617-38.4% | $3,850-26.1% | $6,343-55.2% |
| Admin fee / account holder | $10,888 | $8,070+34.9% | $6,183+76.1% | $12,316-11.6% |