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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 | $144,746 | $59,111+144.9% | $86,451+67.4% | $68,490+111.3% |
| Participation rate | 85.7% | 75.2%+10.5pp | 80.3%+5.4pp | 67.9%+17.8pp |
| Annual return | -14.39% | -0.22%-14.2pp | 4398.51%-4412.9pp | -7.85%-6.5pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,770-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,904 | $5,900+0.1% | $6,953-15.1% | $4,028+46.6% |
| Admin fee / account holder | $22,368 | $5,640+296.6% | $6,734+232.1% | $5,403+314.0% |