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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 | $71,610 | $71,873-0.4% | $86,698-17.4% | $68,490+4.6% |
| Participation rate | 87.3% | 72.2%+15.1pp | 76.6%+10.8pp | 67.9%+19.4pp |
| Annual return | -17.64% | 3.54%-21.2pp | 35.96%-53.6pp | -7.85%-9.8pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,512 | $3,779-7.1% | $4,656-24.6% | $4,028-12.8% |
| Admin fee / account holder | $3,310 | $6,110-45.8% | $7,492-55.8% | $5,403-38.7% |