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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 | $71,157 | $73,848-3.6% | $143,799-50.5% | $68,486+3.9% |
| Participation rate | 79.1% | 66.7%+12.4pp | 80.3%-1.2pp | 67.9%+11.2pp |
| Annual return | -15.53% | 0.91%-16.4pp | -0.04%-15.5pp | -7.85%-7.7pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,869 | $3,385+43.9% | $5,638-13.6% | $4,028+20.9% |
| Admin fee / account holder | $8,205 | $5,755+42.6% | $14,677-44.1% | $5,404+51.8% |