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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 | $62,492 | $54,726+14.2% | $68,793-9.2% | $64,181-2.6% |
| Participation rate | 95.7% | 68.0%+27.6pp | 72.2%+23.4pp | 69.6%+26.1pp |
| Annual return | -4.36% | -1.62%-2.7pp | -4.63%+0.3pp | 7.63%-12.0pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,351 | $2,626-10.5% | $3,311-29.0% | $3,470-32.3% |
| Admin fee / account holder | $3,016 | $4,027-25.1% | $5,131-41.2% | $4,887-38.3% |