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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 | $34,430 | $42,910-19.8% | $60,919-43.5% | $68,490-49.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -16.07% | -13.99%-2.1pp | 16.96%-33.0pp | -7.85%-8.2pp |
| Employer contribution / active EE | $172 | $1,978-91.3% | $2,704-93.6% | $2,597-93.4% |
| Participant deferral / active EE | $2,108 | $2,866-26.4% | $3,814-44.7% | $4,028-47.7% |
| Admin fee / account holder | $5,875 | $3,104+89.2% | $3,228+82.0% | $5,403+8.7% |