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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 | $115,829 | $59,111+96.0% | $86,451+34.0% | $68,490+69.1% |
| Participation rate | 95.3% | 75.2%+20.1pp | 80.3%+15.0pp | 67.9%+27.5pp |
| Annual return | -18.02% | -0.22%-17.8pp | 4398.51%-4416.5pp | -7.85%-10.2pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,770-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $11,048 | $5,900+87.3% | $6,953+58.9% | $4,028+174.3% |
| Admin fee / account holder | $9,061 | $5,640+60.7% | $6,734+34.6% | $5,403+67.7% |