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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 | $89,740 | $56,339+59.3% | $104,299-14.0% | $68,490+31.0% |
| Participation rate | 98.1% | 63.3%+34.8pp | 73.3%+24.8pp | 67.9%+30.2pp |
| Annual return | -14.92% | -9.19%-5.7pp | 24.62%-39.5pp | -7.85%-7.1pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $3,373-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,043 | $3,077-1.1% | $4,626-34.2% | $4,028-24.4% |
| Admin fee / account holder | $7,550 | $4,902+54.0% | $7,339+2.9% | $5,403+39.7% |