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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 | $39,643 | $54,239-26.9% | $70,098-43.4% | $68,495-42.1% |
| Participation rate | 97.7% | 64.5%+33.2pp | 70.5%+27.2pp | 67.9%+29.8pp |
| Annual return | -13.06% | -13.87%+0.8pp | 190.76%-203.8pp | -7.84%-5.2pp |
| Employer contribution / active EE | $349 | $2,019-82.7% | $2,560-86.4% | $2,596-86.6% |
| Participant deferral / active EE | $2,479 | $2,957-16.2% | $3,849-35.6% | $4,028-38.5% |
| Admin fee / account holder | $1,990 | $4,691-57.6% | $6,266-68.2% | $5,403-63.2% |