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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 | $30,562 | $69,518-56.0% | $59,883-49.0% | $135,382-77.4% |
| Participation rate | 71.4% | 77.8%-6.4pp | 74.7%-3.3pp | 82.6%-11.2pp |
| Annual return | -6.33% | 7.95%-14.3pp | 3.46%-9.8pp | 519.77%-526.1pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,373 | $4,204+4.0% | $3,402+28.5% | $5,609-22.0% |
| Admin fee / account holder | $4,182 | $5,734-27.1% | $3,591+16.5% | $10,829-61.4% |