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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 | $103,358 | $81,870+26.2% | $119,634-13.6% | $68,490+50.9% |
| Participation rate | 80.3% | 71.9%+8.4pp | 79.3%+1.0pp | 67.9%+12.4pp |
| Annual return | -13.82% | -23.82%+10.0pp | -14.98%+1.2pp | -7.85%-6.0pp |
| Employer contribution / active EE | $599 | $2,692-77.8% | $4,232-85.9% | $2,597-76.9% |
| Participant deferral / active EE | $2,133 | $4,148-48.6% | $5,601-61.9% | $4,028-47.0% |
| Admin fee / account holder | $10,572 | $6,583+60.6% | $10,329+2.4% | $5,403+95.7% |