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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 | $227,889 | $167,522+36.0% | $151,639+50.3% | $134,532+69.4% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -19.18% | 7.81%-27.0pp | 3.34%-22.5pp | 418.27%-437.5pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,325 | $8,986-51.9% | $8,363-48.3% | $6,401-32.4% |
| Admin fee / account holder | $4,359 | $13,780-68.4% | $11,613-62.5% | $11,429-61.9% |