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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 | $91,643 | $77,816+17.8% | $123,552-25.8% | $64,173+42.8% |
| Participation rate | 71.7% | 74.7%-3.0pp | 82.3%-10.6pp | 69.6%+2.1pp |
| Annual return | -7.58% | 12.49%-20.1pp | 119.20%-126.8pp | 7.63%-15.2pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,404 | $5,240-35.0% | $6,426-47.0% | $3,470-1.9% |
| Admin fee / account holder | $21,567 | $5,519+290.8% | $9,285+132.3% | $4,887+341.3% |