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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 | $92,792 | $100,811-8.0% | $86,698+7.0% | $134,545-31.0% |
| Participation rate | 92.3% | 79.0%+13.4pp | 76.6%+15.7pp | 81.2%+11.1pp |
| Annual return | -11.04% | 29.11%-40.2pp | 35.96%-47.0pp | 418.37%-429.4pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $8,234 | $5,339+54.2% | $4,656+76.8% | $6,401+28.6% |
| Admin fee / account holder | $336 | $10,926-96.9% | $7,492-95.5% | $11,431-97.1% |