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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 | $57,071 | $87,016-34.4% | $63,244-9.8% | $125,389-54.5% |
| Participation rate | 78.3% | 77.1%+1.2pp | 71.0%+7.2pp | 83.2%-4.9pp |
| Annual return | 0.88% | 21.71%-20.8pp | -70.31%+71.2pp | 282.24%-281.4pp |
| Employer contribution / active EE | $0 | $3,601-100.0% | $2,322-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,083 | $3,939-47.1% | $2,953-29.5% | $5,352-61.1% |
| Admin fee / account holder | $4,228 | $11,954-64.6% | $5,893-28.2% | $9,541-55.7% |