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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 | $116,091 | $76,912+50.9% | $129,118-10.1% | $68,486+69.5% |
| Participation rate | 75.9% | 69.1%+6.7pp | 77.2%-1.4pp | 67.9%+8.0pp |
| Annual return | -11.39% | -9.78%-1.6pp | -10.94%-0.4pp | -7.85%-3.5pp |
| Employer contribution / active EE | $0 | $3,243-100.0% | $5,051-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,575 | $4,732-24.5% | $6,539-45.3% | $4,028-11.2% |
| Admin fee / account holder | $10,371 | $6,638+56.2% | $14,305-27.5% | $5,404+91.9% |