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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 | $131,958 | $110,083+19.9% | $151,645-13.0% | $68,490+92.7% |
| Participation rate | 77.8% | 84.0%-6.2pp | 87.5%-9.7pp | 67.9%+9.9pp |
| Annual return | -6.87% | -10.12%+3.3pp | 3.34%-10.2pp | -7.85%+1.0pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,466 | $6,526-31.6% | $8,363-46.6% | $4,028+10.9% |
| Admin fee / account holder | $34,281 | $7,718+344.2% | $11,614+195.2% | $5,403+534.5% |