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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 | $124,762 | $59,834+108.5% | $79,576+56.8% | $68,495+82.1% |
| Participation rate | 90.3% | 61.1%+29.3pp | 69.5%+20.8pp | 67.9%+22.4pp |
| Annual return | -10.37% | -12.30%+1.9pp | 0.15%-10.5pp | -7.84%-2.5pp |
| Employer contribution / active EE | $1 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,248 | $3,024+106.6% | $3,985+56.8% | $4,028+55.1% |
| Admin fee / account holder | $24,536 | $4,835+407.4% | $6,834+259.0% | $5,403+354.1% |