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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 | $40,344 | $62,583-35.5% | $76,767-47.4% | $64,173-37.1% |
| Participation rate | 84.0% | 72.8%+11.2pp | 77.0%+7.0pp | 69.6%+14.4pp |
| Annual return | -7.21% | -1.95%-5.3pp | 2.43%-9.6pp | 7.63%-14.8pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,810 | $3,145+21.2% | $3,852-1.1% | $3,470+9.8% |
| Admin fee / account holder | $3,334 | $4,667-28.6% | $6,675-50.1% | $4,887-31.8% |