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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 | $127,995 | $81,870+56.3% | $119,634+7.0% | $68,490+86.9% |
| Participation rate | 96.3% | 71.9%+24.4pp | 79.3%+17.0pp | 67.9%+28.4pp |
| Annual return | 17.11% | -23.82%+40.9pp | -14.98%+32.1pp | -7.85%+25.0pp |
| Employer contribution / active EE | $81 | $2,692-97.0% | $4,232-98.1% | $2,597-96.9% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $5,572 | $6,583-15.4% | $10,329-46.1% | $5,403+3.1% |