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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 | $34,062 | $59,813-43.1% | $79,580-57.2% | $68,486-50.3% |
| Participation rate | 90.0% | 61.1%+28.9pp | 69.5%+20.5pp | 67.9%+22.1pp |
| Annual return | -18.44% | -12.30%-6.1pp | 0.15%-18.6pp | -7.85%-10.6pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,422 | $3,024-53.0% | $3,985-64.3% | $4,028-64.7% |
| Admin fee / account holder | $618 | $4,835-87.2% | $6,835-91.0% | $5,404-88.6% |