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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 | $124,937 | $77,817+60.6% | $123,553+1.1% | $64,173+94.7% |
| Participation rate | 74.2% | 74.7%-0.5pp | 82.3%-8.1pp | 69.6%+4.6pp |
| Annual return | -4.50% | 12.49%-17.0pp | 119.21%-123.7pp | 7.63%-12.1pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $10,882 | $5,240+107.7% | $6,426+69.3% | $3,470+213.6% |
| Admin fee / account holder | $6,387 | $5,519+15.7% | $9,284-31.2% | $4,887+30.7% |