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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 | $57,605 | $73,839-22.0% | $143,788-59.9% | $68,495-15.9% |
| Participation rate | 88.2% | 66.7%+21.6pp | 80.3%+7.9pp | 67.9%+20.3pp |
| Annual return | -7.83% | 1.01%-8.8pp | -0.03%-7.8pp | -7.84%0pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,934 | $3,384-13.3% | $5,638-48.0% | $4,028-27.2% |
| Admin fee / account holder | $6,716 | $5,755+16.7% | $14,675-54.2% | $5,403+24.3% |