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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 | $119,996 | $45,872+161.6% | $77,096+55.6% | $68,486+75.2% |
| Participation rate | 97.0% | 55.9%+41.0pp | 67.9%+29.0pp | 67.9%+29.1pp |
| Annual return | -16.51% | 1.73%-18.2pp | 42.35%-58.9pp | -7.85%-8.7pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,814-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,488 | $2,963+119.0% | $4,429+46.5% | $4,028+61.1% |
| Admin fee / account holder | $9,653 | $3,041+217.4% | $5,428+77.8% | $5,404+78.6% |