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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 | $77,797 | $64,729+20.2% | $112,263-30.7% | $68,490+13.6% |
| Participation rate | 92.3% | 67.2%+25.2pp | 75.1%+17.2pp | 67.9%+24.4pp |
| Annual return | -17.61% | -11.40%-6.2pp | 27.49%-45.1pp | -7.85%-9.8pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,647 | $3,566-25.8% | $4,729-44.0% | $4,028-34.3% |
| Admin fee / account holder | $2,453 | $5,222-53.0% | $6,410-61.7% | $5,403-54.6% |