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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 | $91,441 | $45,872+99.3% | $77,096+18.6% | $68,486+33.5% |
| Participation rate | 97.2% | 55.9%+41.3pp | 67.9%+29.3pp | 67.9%+29.3pp |
| Annual return | -18.18% | 1.73%-19.9pp | 42.35%-60.5pp | -7.85%-10.3pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,814-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $7,189 | $2,963+142.6% | $4,429+62.3% | $4,028+78.5% |
| Admin fee / account holder | $13,671 | $3,041+349.5% | $5,428+151.8% | $5,404+153.0% |