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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 | $22,426 | $73,839-69.6% | $143,788-84.4% | $68,495-67.3% |
| Participation rate | 76.9% | 66.7%+10.3pp | 80.3%-3.4pp | 67.9%+9.0pp |
| Annual return | -10.66% | 1.01%-11.7pp | -0.03%-10.6pp | -7.84%-2.8pp |
| Employer contribution / active EE | $325 | $3,184-89.8% | $4,952-93.4% | $2,596-87.5% |
| Participant deferral / active EE | $2,705 | $3,384-20.1% | $5,638-52.0% | $4,028-32.8% |
| Admin fee / account holder | $2,885 | $5,755-49.9% | $14,675-80.3% | $5,403-46.6% |