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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 | $62,571 | $73,009-14.3% | $90,760-31.1% | $68,486-8.6% |
| Participation rate | 74.3% | 70.8%+3.5pp | 75.7%-1.4pp | 67.9%+6.4pp |
| Annual return | -17.95% | -13.81%-4.1pp | -12.16%-5.8pp | -7.85%-10.1pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $10,195 | $3,626+181.2% | $4,565+123.3% | $4,028+153.1% |
| Admin fee / account holder | $1,688 | $5,896-71.4% | $8,444-80.0% | $5,404-68.8% |