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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 | $51,182 | $43,344+18.1% | $59,899-14.6% | $64,173-20.2% |
| Participation rate | 78.1% | 69.2%+9.0pp | 74.7%+3.4pp | 69.6%+8.6pp |
| Annual return | -0.44% | -1.55%+1.1pp | 3.46%-3.9pp | 7.63%-8.1pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,723-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,785 | $2,547+87.8% | $3,402+40.6% | $3,470+37.9% |
| Admin fee / account holder | $17,235 | $3,008+473.0% | $3,592+379.8% | $4,887+252.6% |