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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 | $45,734 | $53,546-14.6% | $69,884-34.6% | $68,486-33.2% |
| Participation rate | 94.7% | 64.5%+30.2pp | 70.5%+24.3pp | 67.9%+26.8pp |
| Annual return | -19.10% | -13.87%-5.2pp | 190.81%-209.9pp | -7.85%-11.2pp |
| Employer contribution / active EE | $0 | $2,019-100.0% | $2,560-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $11,774 | $2,957+298.2% | $3,848+206.0% | $4,028+192.3% |
| Admin fee / account holder | $1,440 | $4,693-69.3% | $6,266-77.0% | $5,404-73.4% |