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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 | $80,573 | $56,197+43.4% | $67,652+19.1% | $59,633+35.1% |
| Participation rate | 73.3% | 71.5%+1.9pp | 75.7%-2.3pp | 68.7%+4.7pp |
| Annual return | -2.15% | 18508.10%-18510.2pp | 6625.40%-6627.5pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,806 | $2,844-1.3% | $3,560-21.2% | $3,192-12.1% |
| Admin fee / account holder | $1,622 | $3,958-59.0% | $4,821-66.3% | $4,297-62.2% |