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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 | $44,547 | $110,083-59.5% | $151,645-70.6% | $68,490-35.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -3.10% | -10.12%+7.0pp | 3.34%-6.4pp | -7.85%+4.8pp |
| Employer contribution / active EE | $1,292 | $4,470-71.1% | $6,165-79.0% | $2,597-50.2% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $5,567 | $7,718-27.9% | $11,614-52.1% | $5,403+3.0% |