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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 | $72,075 | $77,816-7.4% | $123,549-41.7% | $64,181+12.3% |
| Participation rate | 95.0% | 74.7%+20.3pp | 82.3%+12.7pp | 69.6%+25.4pp |
| Annual return | -2.97% | 12.49%-15.5pp | 119.20%-122.2pp | 7.63%-10.6pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,442 | $5,240+22.9% | $6,426+0.3% | $3,470+85.7% |
| Admin fee / account holder | $2,349 | $5,519-57.4% | $9,284-74.7% | $4,887-51.9% |