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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 | $35,474 | $54,162-34.5% | $68,612-48.3% | $64,173-44.7% |
| Participation rate | 79.4% | 68.1%+11.4pp | 72.2%+7.2pp | 69.6%+9.8pp |
| Annual return | -2.31% | -1.62%-0.7pp | -4.63%+2.3pp | 7.63%-9.9pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,598 | $2,626-39.2% | $3,311-51.7% | $3,470-54.0% |
| Admin fee / account holder | $1,373 | $4,029-65.9% | $5,131-73.2% | $4,887-71.9% |