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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 | $79,791 | $64,729+23.3% | $112,263-28.9% | $68,490+16.5% |
| Participation rate | 98.2% | 67.2%+31.1pp | 75.1%+23.2pp | 67.9%+30.3pp |
| Annual return | -13.72% | -11.40%-2.3pp | 27.49%-41.2pp | -7.85%-5.9pp |
| Employer contribution / active EE | $446 | $2,746-83.7% | $3,636-87.7% | $2,597-82.8% |
| Participant deferral / active EE | $6,079 | $3,566+70.5% | $4,729+28.5% | $4,028+50.9% |
| Admin fee / account holder | $3,481 | $5,222-33.3% | $6,410-45.7% | $5,403-35.6% |