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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 | $25,302 | $73,848-65.7% | $143,799-82.4% | $68,486-63.1% |
| Participation rate | 74.4% | 66.7%+7.8pp | 80.3%-5.9pp | 67.9%+6.6pp |
| Annual return | -14.41% | 0.91%-15.3pp | -0.04%-14.4pp | -7.85%-6.6pp |
| Employer contribution / active EE | $302 | $3,184-90.5% | $4,952-93.9% | $2,597-88.4% |
| Participant deferral / active EE | $3,822 | $3,385+12.9% | $5,638-32.2% | $4,028-5.1% |
| Admin fee / account holder | $9,798 | $5,755+70.2% | $14,677-33.2% | $5,404+81.3% |