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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 | $78,850 | $77,817+1.3% | $123,553-36.2% | $64,173+22.9% |
| Participation rate | 87.2% | 74.7%+12.5pp | 82.3%+4.9pp | 69.6%+17.6pp |
| Annual return | -4.21% | 12.49%-16.7pp | 119.21%-123.4pp | 7.63%-11.8pp |
| Employer contribution / active EE | $338 | $3,014-88.8% | $4,628-92.7% | $2,381-85.8% |
| Participant deferral / active EE | $3,687 | $5,240-29.6% | $6,426-42.6% | $3,470+6.3% |
| Admin fee / account holder | $11,023 | $5,519+99.7% | $9,284+18.7% | $4,887+125.5% |