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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 | $65,535 | $113,941-42.5% | $94,229-30.5% | $125,389-47.7% |
| Participation rate | 85.7% | 82.9%+2.8pp | 78.8%+6.9pp | 83.2%+2.5pp |
| Annual return | -0.62% | 5.29%-5.9pp | 10.68%-11.3pp | 282.24%-282.9pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $6,148 | $5,179+18.7% | $4,320+42.3% | $5,352+14.9% |
| Admin fee / account holder | $5,744 | $8,392-31.6% | $6,269-8.4% | $9,541-39.8% |