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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 | $72,099 | $73,009-1.2% | $90,756-20.6% | $68,495+5.3% |
| Participation rate | 85.7% | 70.8%+14.9pp | 75.7%+10.0pp | 67.9%+17.8pp |
| Annual return | -8.26% | -13.81%+5.6pp | -12.16%+3.9pp | -7.84%-0.4pp |
| Employer contribution / active EE | $245 | $2,193-88.8% | $2,922-91.6% | $2,596-90.6% |
| Participant deferral / active EE | $1,825 | $3,626-49.7% | $4,565-60.0% | $4,028-54.7% |
| Admin fee / account holder | $13,060 | $5,896+121.5% | $8,445+54.6% | $5,403+141.7% |