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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 | $55,996 | $49,177+13.9% | $79,467-29.5% | $64,173-12.7% |
| Participation rate | 87.1% | 65.0%+22.1pp | 73.3%+13.8pp | 69.6%+17.5pp |
| Annual return | -4.56% | -1.16%-3.4pp | 718.30%-722.9pp | 7.63%-12.2pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,390 | $2,821+91.0% | $3,704+45.5% | $3,470+55.3% |
| Admin fee / account holder | $481 | $3,839-87.5% | $5,104-90.6% | $4,887-90.2% |