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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 | $152,308 | $82,674+84.2% | $125,381+21.5% | $68,486+122.4% |
| Participation rate | 92.9% | 75.1%+17.8pp | 82.4%+10.5pp | 67.9%+25.0pp |
| Annual return | -15.72% | -5.97%-9.7pp | 572.31%-588.0pp | -7.85%-7.9pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $12,248 | $6,111+100.4% | $7,448+64.5% | $4,028+204.1% |
| Admin fee / account holder | $16,673 | $6,277+165.6% | $10,007+66.6% | $5,404+208.5% |