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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 | $51,246 | $42,910+19.4% | $60,919-15.9% | $68,490-25.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -11.69% | -13.99%+2.3pp | 16.96%-28.7pp | -7.85%-3.8pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,102 | $2,866+8.3% | $3,814-18.7% | $4,028-23.0% |
| Admin fee / account holder | $9,004 | $3,104+190.0% | $3,228+179.0% | $5,403+66.7% |