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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 | $17,049 | $56,339-69.7% | $104,301-83.7% | $68,486-75.1% |
| Participation rate | 96.4% | 63.3%+33.1pp | 73.3%+23.1pp | 67.9%+28.5pp |
| Annual return | -14.51% | -9.19%-5.3pp | 24.61%-39.1pp | -7.85%-6.7pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $3,373-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $7,564 | $3,077+145.8% | $4,626+63.5% | $4,028+87.8% |
| Admin fee / account holder | $387 | $4,902-92.1% | $7,340-94.7% | $5,404-92.8% |