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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 | $57,555 | $94,529-39.1% | $140,019-58.9% | $64,173-10.3% |
| Participation rate | 97.4% | 84.1%+13.4pp | 87.5%+9.9pp | 69.6%+27.9pp |
| Annual return | -4.05% | 7.77%-11.8pp | 651.15%-655.2pp | 7.63%-11.7pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,475 | $5,250+4.3% | $6,927-21.0% | $3,470+57.8% |
| Admin fee / account holder | $14,590 | $6,741+116.4% | $10,705+36.3% | $4,887+198.5% |