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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 | $52,772 | $73,848-28.5% | $143,799-63.3% | $68,486-22.9% |
| Participation rate | 97.5% | 66.7%+30.8pp | 80.3%+17.2pp | 67.9%+29.6pp |
| Annual return | -18.17% | 0.91%-19.1pp | -0.04%-18.1pp | -7.85%-10.3pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $14,777 | $3,385+336.6% | $5,638+162.1% | $4,028+266.9% |
| Admin fee / account holder | $20,049 | $5,755+248.4% | $14,677+36.6% | $5,404+271.0% |