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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 | $28,954 | $46,689-38.0% | $117,498-75.4% | $68,495-57.7% |
| Participation rate | 100.0% | 56.8%+43.2pp | 70.6%+29.4pp | 67.9%+32.1pp |
| Annual return | -5.60% | -14.52%+8.9pp | 29.75%-35.4pp | -7.84%+2.2pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $4,178-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,102 | $2,637-20.3% | $4,071-48.4% | $4,028-47.8% |
| Admin fee / account holder | $7,674 | $4,021+90.8% | $5,646+35.9% | $5,403+42.0% |