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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 | $76,080 | $43,344+75.5% | $59,899+27.0% | $64,173+18.6% |
| Participation rate | 73.1% | 69.2%+3.9pp | 74.7%-1.6pp | 69.6%+3.5pp |
| Annual return | -6.99% | -1.55%-5.4pp | 3.46%-10.5pp | 7.63%-14.6pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,723-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,309 | $2,547+29.9% | $3,402-2.8% | $3,470-4.6% |
| Admin fee / account holder | $1,345 | $3,008-55.3% | $3,592-62.5% | $4,887-72.5% |