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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 | $13,458 | $45,872-70.7% | $77,100-82.5% | $68,490-80.4% |
| Participation rate | 87.1% | 55.9%+31.2pp | 67.9%+19.2pp | 67.9%+19.2pp |
| Annual return | -12.02% | 1.73%-13.7pp | 42.35%-54.4pp | -7.85%-4.2pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $10,540 | $2,963+255.7% | $4,430+137.9% | $4,028+161.7% |
| Admin fee / account holder | $1,229 | $3,041-59.6% | $5,443-77.4% | $5,403-77.3% |