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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 | $15,179 | $73,863-79.5% | $143,797-89.4% | $68,490-77.8% |
| Participation rate | 81.4% | 66.7%+14.7pp | 80.3%+1.1pp | 67.9%+13.5pp |
| Annual return | -13.39% | 0.91%-14.3pp | -0.04%-13.4pp | -7.85%-5.5pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,698 | $3,385+38.8% | $5,638-16.7% | $4,028+16.7% |
| Admin fee / account holder | $1,513 | $5,756-73.7% | $14,679-89.7% | $5,403-72.0% |