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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 | $145,393 | $71,873+102.3% | $86,698+67.7% | $68,490+112.3% |
| Participation rate | 85.1% | 72.2%+12.9pp | 76.6%+8.5pp | 67.9%+17.2pp |
| Annual return | -13.88% | 3.54%-17.4pp | 35.96%-49.8pp | -7.85%-6.0pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,229 | $3,779+38.4% | $4,656+12.3% | $4,028+29.8% |
| Admin fee / account holder | $25,130 | $6,110+311.3% | $7,492+235.4% | $5,403+365.1% |