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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 | $128,854 | $71,878+79.3% | $86,698+48.6% | $68,486+88.1% |
| Participation rate | 90.0% | 72.2%+17.8pp | 76.6%+13.4pp | 67.9%+22.1pp |
| Annual return | -16.72% | 3.53%-20.3pp | 35.95%-52.7pp | -7.85%-8.9pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,572 | $3,779-5.5% | $4,656-23.3% | $4,028-11.3% |
| Admin fee / account holder | $13,875 | $6,113+127.0% | $7,493+85.2% | $5,404+156.8% |