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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 | $63,577 | $64,729-1.8% | $112,263-43.4% | $68,490-7.2% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -15.19% | -11.40%-3.8pp | 27.49%-42.7pp | -7.85%-7.3pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,382 | $3,566-33.2% | $4,729-49.6% | $4,028-40.9% |
| Admin fee / account holder | $4,202 | $5,222-19.5% | $6,410-34.5% | $5,403-22.2% |