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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 | $46,876 | $127,387-63.2% | $115,038-59.3% | $125,389-62.6% |
| Participation rate | 81.8% | 84.2%-2.3pp | 81.4%+0.5pp | 83.2%-1.4pp |
| Annual return | -1.71% | 31.28%-33.0pp | 26.14%-27.8pp | 282.24%-283.9pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,444 | $6,423-30.8% | $6,026-26.3% | $5,352-17.0% |
| Admin fee / account holder | $479 | $9,516-95.0% | $8,175-94.1% | $9,541-95.0% |