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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 | $57,913 | $73,848-21.6% | $143,799-59.7% | $68,486-15.4% |
| Participation rate | 86.4% | 66.7%+19.7pp | 80.3%+6.0pp | 67.9%+18.5pp |
| Annual return | -11.39% | 0.91%-12.3pp | -0.04%-11.3pp | -7.85%-3.5pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,502 | $3,385+33.0% | $5,638-20.1% | $4,028+11.8% |
| Admin fee / account holder | $872 | $5,755-84.8% | $14,677-94.1% | $5,404-83.9% |