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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 | $57,865 | $42,910+34.9% | $60,919-5.0% | $68,490-15.5% |
| Participation rate | 96.6% | 66.8%+29.9pp | 73.1%+23.5pp | 67.9%+28.7pp |
| Annual return | -11.63% | -13.99%+2.4pp | 16.96%-28.6pp | -7.85%-3.8pp |
| Employer contribution / active EE | $206 | $1,978-89.6% | $2,704-92.4% | $2,597-92.1% |
| Participant deferral / active EE | $1,833 | $2,866-36.0% | $3,814-51.9% | $4,028-54.5% |
| Admin fee / account holder | $559 | $3,104-82.0% | $3,228-82.7% | $5,403-89.6% |