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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 | $68,738 | $84,518-18.7% | $67,704+1.5% | $125,389-45.2% |
| Participation rate | 71.4% | 74.8%-3.4pp | 67.5%+3.9pp | 83.2%-11.8pp |
| Annual return | -2.15% | 2.57%-4.7pp | 25.41%-27.6pp | 282.24%-284.4pp |
| Employer contribution / active EE | $0 | $3,292-100.0% | $2,559-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,576 | $4,430-64.4% | $3,585-56.0% | $5,352-70.5% |
| Admin fee / account holder | $517 | $5,340-90.3% | $4,255-87.8% | $9,541-94.6% |