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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 | $156,136 | $100,772+54.9% | $86,690+80.1% | $134,493+16.1% |
| Participation rate | 94.1% | 78.9%+15.2pp | 76.6%+17.5pp | 81.2%+12.9pp |
| Annual return | -7.07% | 29.06%-36.1pp | 35.93%-43.0pp | 418.01%-425.1pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,900 | $5,338-64.4% | $4,656-59.2% | $6,400-70.3% |
| Admin fee / account holder | $5,839 | $10,920-46.5% | $7,490-22.0% | $11,425-48.9% |