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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 | $31,329 | $69,977-55.2% | $108,582-71.1% | $62,881-50.2% |
| Participation rate | 75.7% | 72.9%+2.8pp | 79.6%-3.9pp | 69.3%+6.4pp |
| Annual return | 6.72% | 10.73%-4.0pp | -51.70%+58.4pp | 20.14%-13.4pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,618 | $3,165-17.3% | $4,311-39.3% | $3,203-18.3% |
| Admin fee / account holder | $10,370 | $5,076+104.3% | $7,645+35.6% | $4,296+141.4% |