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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 | $115,291 | $64,729+78.1% | $112,263+2.7% | $68,490+68.3% |
| Participation rate | 90.2% | 67.2%+23.1pp | 75.1%+15.2pp | 67.9%+22.3pp |
| Annual return | -13.95% | -11.40%-2.6pp | 27.49%-41.4pp | -7.85%-6.1pp |
| Employer contribution / active EE | $41 | $2,746-98.5% | $3,636-98.9% | $2,597-98.4% |
| Participant deferral / active EE | $5,683 | $3,566+59.4% | $4,729+20.2% | $4,028+41.1% |
| Admin fee / account holder | $10,049 | $5,222+92.4% | $6,410+56.8% | $5,403+86.0% |