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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 | $9,981 | $42,917-76.7% | $60,899-83.6% | $68,495-85.4% |
| Participation rate | 91.2% | 66.8%+24.4pp | 73.1%+18.1pp | 67.9%+23.3pp |
| Annual return | -12.43% | -13.99%+1.6pp | 16.92%-29.4pp | -7.84%-4.6pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,702-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,378 | $2,867+192.3% | $3,817+119.5% | $4,028+108.0% |
| Admin fee / account holder | $881 | $3,102-71.6% | $3,225-72.7% | $5,403-83.7% |