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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 | $42,740 | $110,083-61.2% | $151,639-71.8% | $68,486-37.6% |
| Participation rate | 79.3% | 84.0%-4.6pp | 87.5%-8.2pp | 67.9%+11.4pp |
| Annual return | -17.07% | -10.12%-7.0pp | 3.34%-20.4pp | -7.85%-9.2pp |
| Employer contribution / active EE | $983 | $4,470-78.0% | $6,165-84.1% | $2,597-62.2% |
| Participant deferral / active EE | $3,271 | $6,526-49.9% | $8,363-60.9% | $4,028-18.8% |
| Admin fee / account holder | $1,131 | $7,718-85.3% | $11,613-90.3% | $5,404-79.1% |