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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 | $38,379 | $45,872-16.3% | $77,096-50.2% | $68,486-44.0% |
| Participation rate | 84.1% | 55.9%+28.2pp | 67.9%+16.2pp | 67.9%+16.2pp |
| Annual return | -13.51% | 1.73%-15.2pp | 42.35%-55.9pp | -7.85%-5.7pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,814-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $13,586 | $2,963+358.6% | $4,429+206.7% | $4,028+237.3% |
| Admin fee / account holder | $372 | $3,041-87.8% | $5,428-93.1% | $5,404-93.1% |