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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 | $26,386 | $81,870-67.8% | $119,608-77.9% | $68,495-61.5% |
| Participation rate | 80.8% | 71.9%+8.9pp | 79.3%+1.5pp | 67.9%+12.9pp |
| Annual return | -16.78% | -23.82%+7.0pp | -14.98%-1.8pp | -7.84%-8.9pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,861 | $4,148+17.2% | $5,601-13.2% | $4,028+20.7% |
| Admin fee / account holder | $718 | $6,583-89.1% | $10,326-93.0% | $5,403-86.7% |