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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 | $102,982 | $82,678+24.6% | $125,391-17.9% | $68,490+50.4% |
| Participation rate | 81.6% | 75.1%+6.6pp | 82.4%-0.8pp | 67.9%+13.7pp |
| Annual return | 82.53% | -5.97%+88.5pp | 572.41%-489.9pp | -7.85%+90.4pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $11,586 | $6,111+89.6% | $7,448+55.5% | $4,028+187.6% |
| Admin fee / account holder | $3,583 | $6,277-42.9% | $10,009-64.2% | $5,403-33.7% |