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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 | $35,832 | $73,839-51.5% | $143,788-75.1% | $68,495-47.7% |
| Participation rate | 97.5% | 66.7%+30.8pp | 80.3%+17.2pp | 67.9%+29.6pp |
| Annual return | -14.86% | 1.01%-15.9pp | -0.03%-14.8pp | -7.84%-7.0pp |
| Employer contribution / active EE | $12 | $3,184-99.6% | $4,952-99.8% | $2,596-99.5% |
| Participant deferral / active EE | $2,992 | $3,384-11.6% | $5,638-46.9% | $4,028-25.7% |
| Admin fee / account holder | $6,950 | $5,755+20.8% | $14,675-52.6% | $5,403+28.6% |