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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 | $148,670 | $73,839+101.3% | $143,788+3.4% | $68,495+117.1% |
| Participation rate | 71.1% | 66.7%+4.4pp | 80.3%-9.3pp | 67.9%+3.2pp |
| Annual return | -18.66% | 1.01%-19.7pp | -0.03%-18.6pp | -7.84%-10.8pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,497 | $3,384+151.1% | $5,638+50.7% | $4,028+111.0% |
| Admin fee / account holder | $15,921 | $5,755+176.7% | $14,675+8.5% | $5,403+194.6% |