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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 | $163,726 | $82,674+98.0% | $125,358+30.6% | $68,498+139.0% |
| Participation rate | 91.4% | 75.0%+16.4pp | 82.4%+9.1pp | 67.9%+23.5pp |
| Annual return | -8.62% | -5.97%-2.7pp | 572.03%-580.7pp | -7.84%-0.8pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $14,183 | $6,111+132.1% | $7,447+90.5% | $4,027+252.2% |
| Admin fee / account holder | $118,664 | $6,276+1790.7% | $10,007+1085.8% | $5,403+2096.3% |