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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 | $63,625 | $50,958+24.9% | $74,552-14.7% | $64,181-0.9% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -6.42% | -1.86%-4.6pp | 32.53%-38.9pp | 7.63%-14.1pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,344 | $2,301+45.3% | $3,108+7.6% | $3,470-3.6% |
| Admin fee / account holder | $3,070 | $4,223-27.3% | $5,060-39.3% | $4,887-37.2% |