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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 | $163,355 | $197,819-17.4% | $155,789+4.9% | $125,389+30.3% |
| Participation rate | 77.8% | 82.1%-4.3pp | 76.1%+1.7pp | 83.2%-5.4pp |
| Annual return | -0.43% | 86.73%-87.2pp | 71.54%-72.0pp | 282.24%-282.7pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $3,839-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $7,793 | $5,631+38.4% | $4,798+62.4% | $5,352+45.6% |
| Admin fee / account holder | $7,553 | $9,544-20.9% | $7,477+1.0% | $9,541-20.8% |