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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 | $67,489 | $110,083-38.7% | $151,639-55.5% | $68,486-1.5% |
| Participation rate | 75.5% | 84.0%-8.5pp | 87.5%-12.0pp | 67.9%+7.6pp |
| Annual return | -17.40% | -10.12%-7.3pp | 3.34%-20.7pp | -7.85%-9.5pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $13,444 | $6,526+106.0% | $8,363+60.7% | $4,028+233.8% |
| Admin fee / account holder | $1,100 | $7,718-85.7% | $11,613-90.5% | $5,404-79.6% |