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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 | $60,498 | $61,660-1.9% | $80,022-24.4% | $64,173-5.7% |
| Participation rate | 70.6% | 71.7%-1.1pp | 75.8%-5.2pp | 69.6%+1.0pp |
| Annual return | -5.88% | -0.33%-5.6pp | 11.22%-17.1pp | 7.63%-13.5pp |
| Employer contribution / active EE | $223 | $1,810-87.7% | $2,468-91.0% | $2,381-90.6% |
| Participant deferral / active EE | $2,232 | $2,968-24.8% | $3,686-39.5% | $3,470-35.7% |
| Admin fee / account holder | $3,802 | $5,417-29.8% | $6,521-41.7% | $4,887-22.2% |