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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 | $91,378 | $190,879-52.1% | $160,009-42.9% | $134,532-32.1% |
| Participation rate | 85.7% | 82.0%+3.8pp | 78.0%+7.7pp | 81.2%+4.5pp |
| Annual return | -18.34% | 552.63%-571.0pp | 408.85%-427.2pp | 418.27%-436.6pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,558 | $6,924-34.2% | $6,183-26.3% | $6,401-28.8% |
| Admin fee / account holder | $10,273 | $10,495-2.1% | $8,715+17.9% | $11,429-10.1% |