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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 | $31,193 | $42,910-27.3% | $60,919-48.8% | $68,490-54.5% |
| Participation rate | 76.0% | 66.8%+9.2pp | 73.1%+2.9pp | 67.9%+8.1pp |
| Annual return | -12.25% | -13.99%+1.7pp | 16.96%-29.2pp | -7.85%-4.4pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,027 | $2,866+40.5% | $3,814+5.6% | $4,0280% |
| Admin fee / account holder | $642 | $3,104-79.3% | $3,228-80.1% | $5,403-88.1% |