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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 | $140,636 | $107,809+30.4% | $90,657+55.1% | $135,380+3.9% |
| Participation rate | 81.8% | 78.0%+3.8pp | 74.0%+7.8pp | 82.6%-0.8pp |
| Annual return | -7.97% | -0.90%-7.1pp | 1.89%-9.9pp | 519.81%-527.8pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,532-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,802 | $3,872+49.8% | $3,424+69.4% | $5,609+3.4% |
| Admin fee / account holder | $1,383 | $5,931-76.7% | $4,994-72.3% | $10,828-87.2% |