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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 | $80,977 | $58,600+38.2% | $83,327-2.8% | $64,173+26.2% |
| Participation rate | 92.9% | 72.0%+20.8pp | 77.8%+15.1pp | 69.6%+23.3pp |
| Annual return | -5.38% | 9.66%-15.0pp | 10.64%-16.0pp | 7.63%-13.0pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $8,316 | $4,656+78.6% | $5,565+49.4% | $3,470+139.7% |
| Admin fee / account holder | $6,423 | $9,282-30.8% | $7,540-14.8% | $4,887+31.4% |