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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 | $18,802 | $73,863-74.5% | $143,797-86.9% | $68,490-72.5% |
| Participation rate | 96.6% | 66.7%+29.9pp | 80.3%+16.3pp | 67.9%+28.7pp |
| Annual return | -17.30% | 0.91%-18.2pp | -0.04%-17.3pp | -7.85%-9.4pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,725 | $3,385-19.5% | $5,638-51.7% | $4,028-32.3% |
| Admin fee / account holder | $460 | $5,756-92.0% | $14,679-96.9% | $5,403-91.5% |