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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 | $42,350 | $69,541-39.1% | $59,899-29.3% | $135,380-68.7% |
| Participation rate | 82.4% | 77.8%+4.5pp | 74.7%+7.7pp | 82.6%-0.3pp |
| Annual return | -5.47% | 7.95%-13.4pp | 3.46%-8.9pp | 519.81%-525.3pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,723-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,510 | $4,206+7.2% | $3,402+32.5% | $5,609-19.6% |
| Admin fee / account holder | $2,408 | $5,737-58.0% | $3,592-33.0% | $10,828-77.8% |