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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 | $13,020 | $73,848-82.4% | $143,799-90.9% | $68,486-81.0% |
| Participation rate | 80.0% | 66.7%+13.3pp | 80.3%-0.3pp | 67.9%+12.1pp |
| Annual return | -15.12% | 0.91%-16.0pp | -0.04%-15.1pp | -7.85%-7.3pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,875 | $3,385-15.0% | $5,638-49.0% | $4,028-28.6% |
| Admin fee / account holder | $4,575 | $5,755-20.5% | $14,677-68.8% | $5,404-15.3% |