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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 | $76,712 | $42,910+78.8% | $60,919+25.9% | $68,490+12.0% |
| Participation rate | 96.3% | 66.8%+29.5pp | 73.1%+23.2pp | 67.9%+28.4pp |
| Annual return | -7.90% | -13.99%+6.1pp | 16.96%-24.9pp | -7.85%0pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $9,051 | $2,866+215.8% | $3,814+137.3% | $4,028+124.7% |
| Admin fee / account holder | $7,627 | $3,104+145.7% | $3,228+136.3% | $5,403+41.2% |