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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 | $32,255 | $61,660-47.7% | $80,022-59.7% | $64,173-49.7% |
| Participation rate | 81.5% | 71.7%+9.8pp | 75.8%+5.6pp | 69.6%+11.9pp |
| Annual return | -5.32% | -0.33%-5.0pp | 11.22%-16.5pp | 7.63%-13.0pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,024 | $2,968-31.8% | $3,686-45.1% | $3,470-41.7% |
| Admin fee / account holder | $15,543 | $5,417+186.9% | $6,521+138.4% | $4,887+218.0% |