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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 | $24,013 | $73,848-67.5% | $143,799-83.3% | $68,486-64.9% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -8.22% | 0.91%-9.1pp | -0.04%-8.2pp | -7.85%-0.4pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,378 | $3,385-59.3% | $5,638-75.6% | $4,028-65.8% |
| Admin fee / account holder | $3,099 | $5,755-46.1% | $14,677-78.9% | $5,404-42.6% |