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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 | $128,904 | $42,917+200.4% | $60,899+111.7% | $68,495+88.2% |
| Participation rate | 72.9% | 66.8%+6.1pp | 73.1%-0.2pp | 67.9%+5.0pp |
| Annual return | -15.74% | -13.99%-1.8pp | 16.92%-32.7pp | -7.84%-7.9pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,702-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,794 | $2,867+67.2% | $3,817+25.6% | $4,028+19.0% |
| Admin fee / account holder | $20,120 | $3,102+548.6% | $3,225+523.9% | $5,403+272.4% |