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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 | $42,914+78.8% | $60,888+26.0% | $68,498+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 | 16.91%-24.8pp | -7.84%-0.1pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,702-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $9,051 | $2,868+215.6% | $3,817+137.1% | $4,027+124.7% |
| Admin fee / account holder | $7,627 | $3,102+145.9% | $3,225+136.5% | $5,403+41.2% |