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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 | $71,715 | $63,924+12.2% | $108,582-34.0% | $55,167+30.0% |
| Participation rate | 71.0% | 74.3%-3.3pp | 79.6%-8.6pp | 69.0%+2.0pp |
| Annual return | 6.85% | 15.31%-8.5pp | -51.70%+58.6pp | 169.23%-162.4pp |
| Employer contribution / active EE | $0 | $1,879-100.0% | $3,758-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,917 | $3,067-37.5% | $4,311-55.5% | $3,054-37.2% |
| Admin fee / account holder | $66,477 | $618+10662.9% | $7,645+769.5% | $504+13092.4% |