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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 | $171,717 | $100,805+70.3% | $86,698+98.1% | $134,532+27.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -16.96% | 29.09%-46.0pp | 35.95%-52.9pp | 418.27%-435.2pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $9,751 | $5,339+82.6% | $4,656+109.4% | $6,401+52.3% |
| Admin fee / account holder | $1,027 | $10,925-90.6% | $7,493-86.3% | $11,429-91.0% |