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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 | $96,489 | $92,219+4.6% | $76,767+25.7% | $135,380-28.7% |
| Participation rate | 90.0% | 79.8%+10.2pp | 77.0%+13.0pp | 82.6%+7.4pp |
| Annual return | -8.63% | 5.46%-14.1pp | 2.43%-11.1pp | 519.81%-528.4pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,275 | $4,508-49.5% | $3,852-40.9% | $5,609-59.4% |
| Admin fee / account holder | $9,070 | $10,749-15.6% | $6,675+35.9% | $10,828-16.2% |