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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 | $98,266 | $67,372+45.9% | $60,906+61.3% | $134,532-27.0% |
| Participation rate | 91.7% | 76.2%+15.5pp | 73.1%+18.6pp | 81.2%+10.4pp |
| Annual return | -12.10% | 50.05%-62.1pp | 16.94%-29.0pp | 418.27%-430.4pp |
| Employer contribution / active EE | $0 | $3,099-100.0% | $2,703-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,004 | $4,532-55.8% | $3,814-47.5% | $6,401-68.7% |
| Admin fee / account holder | $4,419 | $4,588-3.7% | $3,227+36.9% | $11,429-61.3% |