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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 | $21,400 | $69,518-69.2% | $59,883-64.3% | $135,382-84.2% |
| Participation rate | 89.5% | 77.8%+11.6pp | 74.7%+14.8pp | 82.6%+6.8pp |
| Annual return | -2.76% | 7.95%-10.7pp | 3.46%-6.2pp | 519.77%-522.5pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,664 | $4,204+34.7% | $3,402+66.5% | $5,609+1.0% |
| Admin fee / account holder | $647 | $5,734-88.7% | $3,591-82.0% | $10,829-94.0% |