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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 | $149,894 | $95,915+56.3% | $79,580+88.4% | $134,532+11.4% |
| Participation rate | 80.0% | 75.0%+5.0pp | 69.5%+10.5pp | 81.2%-1.2pp |
| Annual return | -12.85% | -2.71%-10.1pp | 0.15%-13.0pp | 418.27%-431.1pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $15,831 | $4,693+237.3% | $3,985+297.2% | $6,401+147.3% |
| Admin fee / account holder | $3,183 | $9,132-65.1% | $6,835-53.4% | $11,429-72.1% |