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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 | $53,029 | $54,162-2.1% | $68,612-22.7% | $64,173-17.4% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | -6.08% | -1.62%-4.5pp | -4.63%-1.4pp | 7.63%-13.7pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,518 | $2,626+33.9% | $3,311+6.2% | $3,470+1.4% |
| Admin fee / account holder | $4,561 | $4,029+13.2% | $5,131-11.1% | $4,887-6.7% |