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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 | $207,578 | $131,835+57.5% | $108,582+91.2% | $273,972-24.2% |
| Participation rate | 87.5% | 83.5%+4.0pp | 79.6%+7.9pp | 83.0%+4.5pp |
| Annual return | 7.42% | -91.57%+99.0pp | -51.70%+59.1pp | 41.46%-34.0pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,286 | $5,127-55.4% | $4,311-47.0% | $5,287-56.8% |
| Admin fee / account holder | $80,875 | $10,253+688.8% | $7,645+957.9% | $10,133+698.2% |