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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 | $42,909+200.4% | $60,906+111.6% | $68,486+88.2% |
| Participation rate | 72.9% | 66.8%+6.1pp | 73.1%-0.2pp | 67.9%+5.0pp |
| Annual return | -15.74% | -13.99%-1.7pp | 16.94%-32.7pp | -7.85%-7.9pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,703-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,794 | $2,866+67.3% | $3,814+25.7% | $4,028+19.0% |
| Admin fee / account holder | $20,120 | $3,104+548.2% | $3,227+523.5% | $5,404+272.3% |