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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 | $94,296 | $42,910+119.8% | $60,919+54.8% | $68,490+37.7% |
| Participation rate | 93.9% | 66.8%+27.2pp | 73.1%+20.8pp | 67.9%+26.0pp |
| Annual return | -10.24% | -13.99%+3.8pp | 16.96%-27.2pp | -7.85%-2.4pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,275 | $2,866+119.0% | $3,814+64.5% | $4,028+55.8% |
| Admin fee / account holder | $3,071 | $3,104-1.1% | $3,228-4.8% | $5,403-43.2% |