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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 | $71,044 | $49,177+44.5% | $79,467-10.6% | $64,173+10.7% |
| Participation rate | 95.5% | 65.0%+30.4pp | 73.3%+22.1pp | 69.6%+25.9pp |
| Annual return | -5.27% | -1.16%-4.1pp | 718.30%-723.6pp | 7.63%-12.9pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,450 | $2,821+22.3% | $3,704-6.8% | $3,470-0.6% |
| Admin fee / account holder | $6,227 | $3,839+62.2% | $5,104+22.0% | $4,887+27.4% |