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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 | $28,212 | $57,352-50.8% | $83,831-66.3% | $64,173-56.0% |
| Participation rate | 78.6% | 68.6%+10.0pp | 76.1%+2.4pp | 69.6%+9.0pp |
| Annual return | -4.20% | 11.38%-15.6pp | 850.99%-855.2pp | 7.63%-11.8pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,710 | $2,993+57.4% | $4,082+15.4% | $3,470+35.8% |
| Admin fee / account holder | $7,886 | $4,046+94.9% | $5,479+43.9% | $4,887+61.4% |