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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 | $27,642 | $73,839-62.6% | $143,788-80.8% | $68,495-59.6% |
| Participation rate | 84.1% | 66.7%+17.5pp | 80.3%+3.8pp | 67.9%+16.2pp |
| Annual return | -18.89% | 1.01%-19.9pp | -0.03%-18.9pp | -7.84%-11.0pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $10,117 | $3,384+198.9% | $5,638+79.4% | $4,028+151.2% |
| Admin fee / account holder | $4,494 | $5,755-21.9% | $14,675-69.4% | $5,403-16.8% |