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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 | $66,388 | $94,529-29.8% | $140,019-52.6% | $64,173+3.5% |
| Participation rate | 71.7% | 84.1%-12.3pp | 87.5%-15.8pp | 69.6%+2.2pp |
| Annual return | -6.21% | 7.77%-14.0pp | 651.17%-657.4pp | 7.63%-13.8pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,081 | $5,250+15.8% | $6,927-12.2% | $3,470+75.3% |
| Admin fee / account holder | $10,232 | $6,741+51.8% | $10,705-4.4% | $4,887+109.4% |