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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 | $58,389 | $92,219-36.7% | $76,768-23.9% | $135,379-56.9% |
| Participation rate | 87.0% | 79.8%+7.2pp | 77.0%+10.0pp | 82.6%+4.3pp |
| Annual return | -1.19% | 5.46%-6.6pp | 2.43%-3.6pp | 519.79%-521.0pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,132 | $4,508-30.5% | $3,852-18.7% | $5,609-44.2% |
| Admin fee / account holder | $9,517 | $10,749-11.5% | $6,675+42.6% | $10,828-12.1% |