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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 | $39,768 | $69,012-42.4% | $160,009-75.1% | $68,486-41.9% |
| Participation rate | 94.7% | 65.4%+29.3pp | 78.0%+16.8pp | 67.9%+26.8pp |
| Annual return | -9.55% | -9.65%+0.1pp | 408.85%-418.4pp | -7.85%-1.7pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,225-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,528 | $4,212-63.7% | $6,183-75.3% | $4,028-62.1% |
| Admin fee / account holder | $1,823 | $4,798-62.0% | $8,715-79.1% | $5,404-66.3% |