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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 | $43,876 | $63,703-31.1% | $93,063-52.9% | $82,448-46.8% |
| Participation rate | 70.6% | 63.8%+6.8pp | 72.1%-1.5pp | 68.1%+2.5pp |
| Annual return | 26.99% | -775.43%+802.4pp | 34.15%-7.2pp | 41.64%-14.6pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $8,342 | $2,919+185.8% | $3,958+110.8% | $4,139+101.5% |
| Admin fee / account holder | $3,211 | $5,982-46.3% | $6,033-46.8% | $7,234-55.6% |