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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 | $117,940 | $99,079+19.0% | $78,002+51.2% | $273,972-57.0% |
| Participation rate | 77.8% | 78.6%-0.8pp | 75.5%+2.3pp | 83.0%-5.2pp |
| Annual return | 3.80% | 217.93%-214.1pp | 425.99%-422.2pp | 41.46%-37.7pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $17,736 | $4,306+311.9% | $3,497+407.2% | $5,287+235.5% |
| Admin fee / account holder | $3,754 | $8,954-58.1% | $5,481-31.5% | $10,133-63.0% |