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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 | $54,334 | $81,870-33.6% | $119,634-54.6% | $68,490-20.7% |
| Participation rate | 70.4% | 71.9%-1.5pp | 79.3%-8.9pp | 67.9%+2.5pp |
| Annual return | -13.25% | -23.82%+10.6pp | -14.98%+1.7pp | -7.85%-5.4pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,182 | $4,148-47.4% | $5,601-61.0% | $4,028-45.8% |
| Admin fee / account holder | $2,981 | $6,583-54.7% | $10,329-71.1% | $5,403-44.8% |