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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 | $40,918 | $57,352-28.7% | $83,830-51.2% | $64,173-36.2% |
| Participation rate | 75.0% | 68.6%+6.4pp | 76.1%-1.1pp | 69.6%+5.4pp |
| Annual return | -6.06% | 11.38%-17.4pp | 850.97%-857.0pp | 7.63%-13.7pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,656 | $2,993-11.3% | $4,082-34.9% | $3,470-23.4% |
| Admin fee / account holder | $3,746 | $4,046-7.4% | $5,479-31.6% | $4,887-23.4% |