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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 | $10,901 | $73,839-85.2% | $143,788-92.4% | $68,495-84.1% |
| Participation rate | 77.6% | 66.7%+11.0pp | 80.3%-2.7pp | 67.9%+9.8pp |
| Annual return | -16.01% | 1.01%-17.0pp | -0.03%-16.0pp | -7.84%-8.2pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,109 | $3,384-37.7% | $5,638-62.6% | $4,028-47.6% |
| Admin fee / account holder | $2,213 | $5,755-61.5% | $14,675-84.9% | $5,403-59.0% |