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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 | $120,908 | $49,177+145.9% | $79,467+52.1% | $64,173+88.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -5.03% | -1.16%-3.9pp | 718.30%-723.3pp | 7.63%-12.7pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $7,231 | $2,821+156.3% | $3,704+95.2% | $3,470+108.4% |
| Admin fee / account holder | $8,140 | $3,839+112.0% | $5,104+59.5% | $4,887+66.5% |