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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 | $192,841 | $94,529+104.0% | $140,019+37.7% | $64,181+200.5% |
| Participation rate | 73.3% | 84.1%-10.8pp | 87.5%-14.2pp | 69.6%+3.8pp |
| Annual return | -6.49% | 7.77%-14.3pp | 651.15%-657.6pp | 7.63%-14.1pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $12,496 | $5,250+138.0% | $6,927+80.4% | $3,470+260.2% |
| Admin fee / account holder | $11,559 | $6,741+71.5% | $10,705+8.0% | $4,887+136.5% |