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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 | $19,297 | $82,674-76.7% | $125,381-84.6% | $68,486-71.8% |
| Participation rate | 79.3% | 75.1%+4.3pp | 82.4%-3.1pp | 67.9%+11.4pp |
| Annual return | -18.23% | -5.97%-12.3pp | 572.31%-590.5pp | -7.85%-10.4pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,883 | $6,111+12.6% | $7,448-7.6% | $4,028+70.9% |
| Admin fee / account holder | $4,197 | $6,277-33.1% | $10,007-58.1% | $5,404-22.3% |