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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 | $10,512 | $45,872-77.1% | $77,100-86.4% | $68,490-84.7% |
| Participation rate | 84.6% | 55.9%+28.7pp | 67.9%+16.7pp | 67.9%+16.7pp |
| Annual return | -9.92% | 1.73%-11.6pp | 42.35%-52.3pp | -7.85%-2.1pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,154 | $2,963+73.9% | $4,430+16.3% | $4,028+27.9% |
| Admin fee / account holder | $1,055 | $3,041-65.3% | $5,443-80.6% | $5,403-80.5% |