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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 | $107,363 | $49,177+118.3% | $79,467+35.1% | $64,173+67.3% |
| Participation rate | 83.6% | 65.0%+18.6pp | 73.3%+10.2pp | 69.6%+14.0pp |
| Annual return | -4.09% | -1.16%-2.9pp | 718.30%-722.4pp | 7.63%-11.7pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $8,340 | $2,821+195.6% | $3,704+125.2% | $3,470+140.4% |
| Admin fee / account holder | $12,121 | $3,839+215.7% | $5,104+137.5% | $4,887+148.0% |