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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 | $101,660 | $77,817+30.6% | $123,553-17.7% | $64,173+58.4% |
| Participation rate | 90.3% | 74.7%+15.6pp | 82.3%+8.0pp | 69.6%+20.7pp |
| Annual return | -0.57% | 12.49%-13.1pp | 119.21%-119.8pp | 7.63%-8.2pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $8,463 | $5,240+61.5% | $6,426+31.7% | $3,470+143.9% |
| Admin fee / account holder | $20,661 | $5,519+274.4% | $9,284+122.5% | $4,887+322.7% |