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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 | $72,884 | $140,592-48.2% | $123,105-40.8% | $125,389-41.9% |
| Participation rate | 82.6% | 88.2%-5.6pp | 86.8%-4.2pp | 83.2%-0.6pp |
| Annual return | -1.65% | 16.80%-18.4pp | 13.22%-14.9pp | 282.24%-283.9pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,924 | $6,980-58.1% | $6,229-53.1% | $5,352-45.4% |
| Admin fee / account holder | $10,267 | $11,198-8.3% | $9,014+13.9% | $9,541+7.6% |