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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 | $118,060 | $110,083+7.2% | $151,639-22.1% | $68,486+72.4% |
| Participation rate | 76.9% | 84.0%-7.0pp | 87.5%-10.6pp | 67.9%+9.0pp |
| Annual return | -16.57% | -10.12%-6.5pp | 3.34%-19.9pp | -7.85%-8.7pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $7,716 | $6,526+18.2% | $8,363-7.7% | $4,028+91.6% |
| Admin fee / account holder | $8,216 | $7,718+6.5% | $11,613-29.3% | $5,404+52.0% |