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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 | $51,612 | $92,219-44.0% | $76,768-32.8% | $135,379-61.9% |
| Participation rate | 81.8% | 79.8%+2.0pp | 77.0%+4.9pp | 82.6%-0.8pp |
| Annual return | -4.18% | 5.46%-9.6pp | 2.43%-6.6pp | 519.79%-524.0pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $9,558 | $4,508+112.0% | $3,852+148.2% | $5,609+70.4% |
| Admin fee / account holder | $37,242 | $10,749+246.5% | $6,675+457.9% | $10,828+243.9% |