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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 | $73,839-79.4% | $143,788-89.4% | $68,495-77.8% |
| Participation rate | 81.4% | 66.7%+14.7pp | 80.3%+1.1pp | 67.9%+13.5pp |
| Annual return | -13.39% | 1.01%-14.4pp | -0.03%-13.4pp | -7.84%-5.6pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,698 | $3,384+38.8% | $5,638-16.7% | $4,028+16.7% |
| Admin fee / account holder | $1,513 | $5,755-73.7% | $14,675-89.7% | $5,403-72.0% |