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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 | $43,994 | $64,716-32.0% | $112,258-60.8% | $68,495-35.8% |
| Participation rate | 91.7% | 67.2%+24.5pp | 75.1%+16.6pp | 67.9%+23.8pp |
| Annual return | -19.19% | -11.40%-7.8pp | 27.47%-46.7pp | -7.84%-11.3pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,175 | $3,565+17.1% | $4,728-11.7% | $4,028+3.7% |
| Admin fee / account holder | $835 | $5,232-84.0% | $6,411-87.0% | $5,403-84.6% |