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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 | $60,295 | $73,848-18.4% | $143,799-58.1% | $68,486-12.0% |
| Participation rate | 75.5% | 66.7%+8.9pp | 80.3%-4.8pp | 67.9%+7.6pp |
| Annual return | -8.77% | 0.91%-9.7pp | -0.04%-8.7pp | -7.85%-0.9pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,015 | $3,385+18.6% | $5,638-28.8% | $4,028-0.3% |
| Admin fee / account holder | $908 | $5,755-84.2% | $14,677-93.8% | $5,404-83.2% |