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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 | $92,926 | $54,357+71.0% | $82,706+12.4% | $68,495+35.7% |
| Participation rate | 97.3% | 63.9%+33.3pp | 72.6%+24.7pp | 67.9%+29.4pp |
| Annual return | -16.49% | -13.67%-2.8pp | 701.76%-718.3pp | -7.84%-8.7pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,007-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $9,341 | $3,246+187.7% | $4,394+112.6% | $4,028+131.9% |
| Admin fee / account holder | $2,304 | $4,396-47.6% | $5,329-56.8% | $5,403-57.4% |