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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 | $44,004 | $58,587-24.9% | $83,322-47.2% | $64,173-31.4% |
| Participation rate | 74.4% | 72.0%+2.3pp | 77.8%-3.4pp | 69.6%+4.8pp |
| Annual return | -6.55% | 9.65%-16.2pp | 10.64%-17.2pp | 7.63%-14.2pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,615 | $4,654-0.9% | $5,565-17.1% | $3,470+33.0% |
| Admin fee / account holder | $2,522 | $9,279-72.8% | $7,540-66.6% | $4,887-48.4% |