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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 | $74,249 | $110,083-32.6% | $151,639-51.0% | $68,486+8.4% |
| Participation rate | 95.2% | 84.0%+11.3pp | 87.5%+7.7pp | 67.9%+27.3pp |
| Annual return | -13.49% | -10.12%-3.4pp | 3.34%-16.8pp | -7.85%-5.6pp |
| Employer contribution / active EE | $2 | $4,470-100.0% | $6,165-100.0% | $2,597-99.9% |
| Participant deferral / active EE | $4,963 | $6,526-24.0% | $8,363-40.7% | $4,028+23.2% |
| Admin fee / account holder | $7,578 | $7,718-1.8% | $11,613-34.8% | $5,404+40.2% |