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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 | $48,207 | $42,910+12.3% | $60,919-20.9% | $68,490-29.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -10.95% | -13.99%+3.0pp | 16.96%-27.9pp | -7.85%-3.1pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,205 | $2,866-58.0% | $3,814-68.4% | $4,028-70.1% |
| Admin fee / account holder | $712 | $3,104-77.1% | $3,228-77.9% | $5,403-86.8% |