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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 | $68,470 | $73,848-7.3% | $143,799-52.4% | $68,4860% |
| Participation rate | 75.0% | 66.7%+8.3pp | 80.3%-5.3pp | 67.9%+7.1pp |
| Annual return | -16.72% | 0.91%-17.6pp | -0.04%-16.7pp | -7.85%-8.9pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,629 | $3,385+7.2% | $5,638-35.6% | $4,028-9.9% |
| Admin fee / account holder | $2,806 | $5,755-51.2% | $14,677-80.9% | $5,404-48.1% |