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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 | $16,937 | $97,020-82.5% | $83,327-79.7% | $135,380-87.5% |
| Participation rate | 81.8% | 80.4%+1.4pp | 77.8%+4.1pp | 82.6%-0.8pp |
| Annual return | -4.87% | 12.31%-17.2pp | 10.64%-15.5pp | 519.81%-524.7pp |
| Employer contribution / active EE | $0 | $4,144-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,453 | $5,964-25.3% | $5,565-20.0% | $5,609-20.6% |
| Admin fee / account holder | $427 | $8,426-94.9% | $7,540-94.3% | $10,828-96.1% |