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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 | $40,860 | $71,873-43.1% | $86,698-52.9% | $68,490-40.3% |
| Participation rate | 91.7% | 72.2%+19.4pp | 76.6%+15.1pp | 67.9%+23.8pp |
| Annual return | -12.75% | 3.54%-16.3pp | 35.96%-48.7pp | -7.85%-4.9pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,739 | $3,779-54.0% | $4,656-62.7% | $4,028-56.8% |
| Admin fee / account holder | $326 | $6,110-94.7% | $7,492-95.6% | $5,403-94.0% |