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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 | $90,775 | $91,537-0.8% | $130,045-30.2% | $75,173+20.8% |
| Participation rate | 87.8% | 71.5%+16.3pp | 78.5%+9.3pp | 67.2%+20.6pp |
| Annual return | 34.27% | -631.55%+665.8pp | -137.30%+171.6pp | 160.72%-126.5pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $8,043 | $4,343+85.2% | $5,820+38.2% | $4,126+94.9% |
| Admin fee / account holder | $17,499 | $6,780+158.1% | $10,600+65.1% | $5,651+209.7% |