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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 | $28,615 | $42,910-33.3% | $60,919-53.0% | $68,490-58.2% |
| Participation rate | 73.3% | 66.8%+6.6pp | 73.1%+0.2pp | 67.9%+5.4pp |
| Annual return | -16.75% | -13.99%-2.8pp | 16.96%-33.7pp | -7.85%-8.9pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,500 | $2,866-47.7% | $3,814-60.7% | $4,028-62.8% |
| Admin fee / account holder | $616 | $3,104-80.2% | $3,228-80.9% | $5,403-88.6% |