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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 | $17,657 | $48,235-63.4% | $68,803-74.3% | $68,490-74.2% |
| Participation rate | 90.3% | 60.7%+29.6pp | 69.0%+21.3pp | 67.9%+22.4pp |
| Annual return | -17.06% | -12.70%-4.4pp | -6.37%-10.7pp | -7.85%-9.2pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,656-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,145 | $2,867-60.1% | $3,942-71.0% | $4,028-71.6% |
| Admin fee / account holder | $5,097 | $4,361+16.9% | $4,936+3.3% | $5,403-5.7% |