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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 | $110,487 | $54,355+103.3% | $82,744+33.5% | $68,486+61.3% |
| Participation rate | 97.5% | 63.9%+33.6pp | 72.6%+24.9pp | 67.9%+29.6pp |
| Annual return | -17.76% | -13.67%-4.1pp | 702.22%-720.0pp | -7.85%-9.9pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,987 | $3,246+53.6% | $4,395+13.5% | $4,028+23.8% |
| Admin fee / account holder | $590 | $4,397-86.6% | $5,325-88.9% | $5,404-89.1% |