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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 | $52,737 | $82,678-36.2% | $125,391-57.9% | $68,490-23.0% |
| Participation rate | 73.2% | 75.1%-1.8pp | 82.4%-9.2pp | 67.9%+5.3pp |
| Annual return | -18.10% | -5.97%-12.1pp | 572.41%-590.5pp | -7.85%-10.3pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $7,707 | $6,111+26.1% | $7,448+3.5% | $4,028+91.3% |
| Admin fee / account holder | $1,346 | $6,277-78.6% | $10,009-86.6% | $5,403-75.1% |