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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 | $39,972 | $71,873-44.4% | $86,698-53.9% | $68,490-41.6% |
| Participation rate | 89.3% | 72.2%+17.0pp | 76.6%+12.7pp | 67.9%+21.4pp |
| Annual return | -17.21% | 3.54%-20.7pp | 35.96%-53.2pp | -7.85%-9.4pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,365 | $3,779-11.0% | $4,656-27.7% | $4,028-16.5% |
| Admin fee / account holder | $7,898 | $6,110+29.3% | $7,492+5.4% | $5,403+46.2% |