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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 | $158,947 | $100,792+57.7% | $86,691+83.3% | $134,509+18.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -13.00% | 29.08%-42.1pp | 35.94%-48.9pp | 418.13%-431.1pp |
| Employer contribution / active EE | $0 | $3,491-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,559 | $5,339-52.1% | $4,656-45.0% | $6,400-60.0% |
| Admin fee / account holder | $6,821 | $10,924-37.6% | $7,492-8.9% | $11,427-40.3% |