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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 | $43,056 | $42,909+0.3% | $60,906-29.3% | $68,486-37.1% |
| Participation rate | 71.4% | 66.8%+4.7pp | 73.1%-1.7pp | 67.9%+3.5pp |
| Annual return | -8.29% | -13.99%+5.7pp | 16.94%-25.2pp | -7.85%-0.4pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,703-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,261 | $2,866+48.7% | $3,814+11.7% | $4,028+5.8% |
| Admin fee / account holder | $7,838 | $3,104+152.5% | $3,227+142.9% | $5,404+45.0% |