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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 | $26,347 | $167,362-84.3% | $143,799-81.7% | $134,532-80.4% |
| Participation rate | 82.4% | 84.8%-2.5pp | 80.3%+2.0pp | 81.2%+1.1pp |
| Annual return | -0.36% | 0.47%-0.8pp | -0.04%-0.3pp | 418.27%-418.6pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,386 | $6,447-47.5% | $5,638-40.0% | $6,401-47.1% |
| Admin fee / account holder | $3,850 | $18,094-78.7% | $14,677-73.8% | $11,429-66.3% |