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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 | $73,506 | $73,019+0.7% | $90,766-19.0% | $68,490+7.3% |
| Participation rate | 91.9% | 70.8%+21.1pp | 75.7%+16.2pp | 67.9%+24.0pp |
| Annual return | -16.87% | -13.81%-3.1pp | -12.16%-4.7pp | -7.85%-9.0pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,936 | $3,626+36.1% | $4,565+8.1% | $4,028+22.5% |
| Admin fee / account holder | $685 | $5,897-88.4% | $8,446-91.9% | $5,403-87.3% |