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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 | $119,239 | $82,674+44.2% | $125,363-4.9% | $68,495+74.1% |
| Participation rate | 93.3% | 75.0%+18.3pp | 82.4%+11.0pp | 67.9%+25.4pp |
| Annual return | -17.09% | -5.97%-11.1pp | 572.15%-589.2pp | -7.84%-9.3pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $9,708 | $6,111+58.9% | $7,447+30.4% | $4,028+141.0% |
| Admin fee / account holder | $1,272 | $6,276-79.7% | $10,005-87.3% | $5,403-76.5% |