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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 | $122,520 | $63,924+91.7% | $108,582+12.8% | $55,167+122.1% |
| Participation rate | 73.4% | 74.3%-1.0pp | 79.6%-6.2pp | 69.0%+4.4pp |
| Annual return | 9.14% | 15.31%-6.2pp | -51.70%+60.8pp | 169.23%-160.1pp |
| Employer contribution / active EE | $0 | $1,879-100.0% | $3,758-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $7,280 | $3,067+137.4% | $4,311+68.9% | $3,054+138.4% |
| Admin fee / account holder | $7,832 | $618+1168.0% | $7,645+2.4% | $504+1454.2% |