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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 | $72,641 | $64,311+13.0% | $57,356+26.6% | $125,389-42.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | -0.28% | 25.14%-25.4pp | 24.41%-24.7pp | 282.24%-282.5pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,813 | $3,846-0.9% | $3,162+20.6% | $5,352-28.8% |
| Admin fee / account holder | $3,686 | $5,243-29.7% | $3,357+9.8% | $9,541-61.4% |