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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 | $46,385 | $73,863-37.2% | $143,797-67.7% | $68,490-32.3% |
| Participation rate | 94.6% | 66.7%+27.9pp | 80.3%+14.3pp | 67.9%+26.7pp |
| Annual return | -11.63% | 0.91%-12.5pp | -0.04%-11.6pp | -7.85%-3.8pp |
| Employer contribution / active EE | -$0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,866 | $3,385+14.2% | $5,638-31.4% | $4,028-4.0% |
| Admin fee / account holder | $2,332 | $5,756-59.5% | $14,679-84.1% | $5,403-56.8% |