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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 | $74,212 | $167,352-55.7% | $143,788-48.4% | $134,509-44.8% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -17.02% | 0.47%-17.5pp | -0.03%-17.0pp | 418.13%-435.2pp |
| Employer contribution / active EE | $1,001 | $5,620-82.2% | $4,952-79.8% | $4,741-78.9% |
| Participant deferral / active EE | $4,165 | $6,447-35.4% | $5,638-26.1% | $6,400-34.9% |
| Admin fee / account holder | $7,115 | $18,091-60.7% | $14,675-51.5% | $11,427-37.7% |