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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 | $75,711 | $131,835-42.6% | $108,582-30.3% | $273,972-72.4% |
| Participation rate | 85.0% | 83.5%+1.5pp | 79.6%+5.4pp | 83.0%+2.0pp |
| Annual return | 5.62% | -91.57%+97.2pp | -51.70%+57.3pp | 41.46%-35.8pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,059 | $5,127-1.3% | $4,311+17.4% | $5,287-4.3% |
| Admin fee / account holder | $9,985 | $10,253-2.6% | $7,645+30.6% | $10,133-1.5% |