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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 | $85,295 | $53,546+59.3% | $69,890+22.0% | $68,490+24.5% |
| Participation rate | 77.1% | 64.5%+12.6pp | 70.5%+6.7pp | 67.9%+9.2pp |
| Annual return | -8.98% | -13.87%+4.9pp | 190.84%-199.8pp | -7.85%-1.1pp |
| Employer contribution / active EE | $0 | $2,019-100.0% | $2,560-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,091 | $2,957+38.4% | $3,848+6.3% | $4,028+1.6% |
| Admin fee / account holder | $454 | $4,693-90.3% | $6,267-92.8% | $5,403-91.6% |