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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 | $171,685 | $110,083+56.0% | $151,639+13.2% | $68,486+150.7% |
| Participation rate | 92.3% | 84.0%+8.4pp | 87.5%+4.8pp | 67.9%+24.4pp |
| Annual return | -15.08% | -10.12%-5.0pp | 3.34%-18.4pp | -7.85%-7.2pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $19,934 | $6,526+205.4% | $8,363+138.3% | $4,028+394.9% |
| Admin fee / account holder | $22,908 | $7,718+196.8% | $11,613+97.3% | $5,404+323.9% |