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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 | $151,787 | $167,533-9.4% | $151,645+0.1% | $134,545+12.8% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -18.60% | 7.81%-26.4pp | 3.34%-21.9pp | 418.37%-437.0pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $15,769 | $8,985+75.5% | $8,363+88.6% | $6,401+146.3% |
| Admin fee / account holder | $360 | $13,781-97.4% | $11,614-96.9% | $11,431-96.9% |