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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 | $52,707 | $92,219-42.8% | $76,767-31.3% | $135,380-61.1% |
| Participation rate | 83.3% | 79.8%+3.6pp | 77.0%+6.4pp | 82.6%+0.7pp |
| Annual return | -4.65% | 5.46%-10.1pp | 2.43%-7.1pp | 519.81%-524.5pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,978 | $4,508-56.1% | $3,852-48.6% | $5,609-64.7% |
| Admin fee / account holder | $22,102 | $10,749+105.6% | $6,675+231.1% | $10,828+104.1% |