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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 | $118,961 | $53,162+123.8% | $91,225+30.4% | $68,486+73.7% |
| Participation rate | 76.5% | 63.2%+13.3pp | 73.2%+3.3pp | 67.9%+8.6pp |
| Annual return | -15.40% | -3.14%-12.3pp | 114.12%-129.5pp | -7.85%-7.5pp |
| Employer contribution / active EE | $0 | $1,709-100.0% | $2,851-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,803 | $2,974+27.9% | $4,233-10.2% | $4,028-5.6% |
| Admin fee / account holder | $1,047 | $4,493-76.7% | $5,422-80.7% | $5,404-80.6% |