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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 | $30,727 | $59,834-48.6% | $79,576-61.4% | $68,495-55.1% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -15.52% | -12.30%-3.2pp | 0.15%-15.7pp | -7.84%-7.7pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $11,194 | $3,024+270.1% | $3,985+180.9% | $4,028+177.9% |
| Admin fee / account holder | $3,231 | $4,835-33.2% | $6,834-52.7% | $5,403-40.2% |