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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 | $132,081 | $94,529+39.7% | $140,019-5.7% | $64,173+105.8% |
| Participation rate | 85.4% | 84.1%+1.3pp | 87.5%-2.1pp | 69.6%+15.8pp |
| Annual return | -4.72% | 7.77%-12.5pp | 651.17%-655.9pp | 7.63%-12.4pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $15,803 | $5,250+201.0% | $6,927+128.2% | $3,470+355.5% |
| Admin fee / account holder | $23,739 | $6,741+252.2% | $10,705+121.8% | $4,887+385.7% |