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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 | $38,606 | $57,350-32.7% | $83,850-54.0% | $64,181-39.8% |
| Participation rate | 87.8% | 68.6%+19.2pp | 76.1%+11.7pp | 69.6%+18.2pp |
| Annual return | -4.05% | 11.38%-15.4pp | 850.92%-855.0pp | 7.63%-11.7pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,419 | $2,993-52.6% | $4,082-65.2% | $3,470-59.1% |
| Admin fee / account holder | $6,631 | $4,046+63.9% | $5,478+21.0% | $4,887+35.7% |