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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 | $87,752 | $73,848+18.8% | $143,799-39.0% | $68,486+28.1% |
| Participation rate | 76.3% | 66.7%+9.6pp | 80.3%-4.1pp | 67.9%+8.4pp |
| Annual return | -12.74% | 0.91%-13.6pp | -0.04%-12.7pp | -7.85%-4.9pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,574 | $3,385+5.6% | $5,638-36.6% | $4,028-11.3% |
| Admin fee / account holder | $7,600 | $5,755+32.1% | $14,677-48.2% | $5,404+40.6% |