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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 | $91,002 | $77,817+16.9% | $123,553-26.3% | $64,173+41.8% |
| Participation rate | 76.7% | 74.7%+2.0pp | 82.3%-5.6pp | 69.6%+7.2pp |
| Annual return | -4.69% | 12.49%-17.2pp | 119.21%-123.9pp | 7.63%-12.3pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,863 | $5,240-7.2% | $6,426-24.3% | $3,470+40.2% |
| Admin fee / account holder | $3,448 | $5,519-37.5% | $9,284-62.9% | $4,887-29.4% |