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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 | $70,276 | $59,819+17.5% | $79,583-11.7% | $68,490+2.6% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | 10.53% | -12.30%+22.8pp | 0.16%+10.4pp | -7.85%+18.4pp |
| Employer contribution / active EE | $208 | $1,505-86.2% | $2,414-91.4% | $2,597-92.0% |
| Participant deferral / active EE | $0 | $3,025-100.0% | $3,986-100.0% | $4,028-100.0% |
| Admin fee / account holder | $6,058 | $4,835+25.3% | $6,835-11.4% | $5,403+12.1% |