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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 | $29,922 | $42,910-30.3% | $60,919-50.9% | $68,490-56.3% |
| Participation rate | 92.5% | 66.8%+25.7pp | 73.1%+19.4pp | 67.9%+24.6pp |
| Annual return | -13.14% | -13.99%+0.9pp | 16.96%-30.1pp | -7.85%-5.3pp |
| Employer contribution / active EE | $3 | $1,978-99.8% | $2,704-99.9% | $2,597-99.9% |
| Participant deferral / active EE | $3,292 | $2,866+14.9% | $3,814-13.7% | $4,028-18.3% |
| Admin fee / account holder | $711 | $3,104-77.1% | $3,228-78.0% | $5,403-86.8% |