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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 | $204,091 | $142,392+43.3% | $119,622+70.6% | $134,532+51.7% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.3%-4.3pp | 81.2%-6.2pp |
| Annual return | 0.03% | -12.46%+12.5pp | -14.98%+15.0pp | 418.27%-418.2pp |
| Employer contribution / active EE | $823 | $5,224-84.2% | $4,232-80.6% | $4,741-82.6% |
| Participant deferral / active EE | $5,192 | $6,467-19.7% | $5,601-7.3% | $6,401-18.9% |
| Admin fee / account holder | $53,301 | $13,593+292.1% | $10,328+416.1% | $11,429+366.4% |