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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 | $100,844 | $50,947+97.9% | $74,551+35.3% | $64,173+57.1% |
| Participation rate | 73.3% | 61.1%+12.3pp | 69.1%+4.2pp | 69.6%+3.8pp |
| Annual return | -1.78% | -1.85%+0.1pp | 32.53%-34.3pp | 7.63%-9.4pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,816 | $2,302+109.2% | $3,108+54.9% | $3,470+38.8% |
| Admin fee / account holder | $3,302 | $4,221-21.8% | $5,059-34.7% | $4,887-32.4% |