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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 | $246,180 | $110,083+123.6% | $151,645+62.3% | $68,490+259.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -15.03% | -10.12%-4.9pp | 3.34%-18.4pp | -7.85%-7.2pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $16,519 | $6,526+153.1% | $8,363+97.5% | $4,028+310.1% |
| Admin fee / account holder | $3,039 | $7,718-60.6% | $11,614-73.8% | $5,403-43.8% |