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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 | $33,157 | $81,870-59.5% | $119,622-72.3% | $68,486-51.6% |
| Participation rate | 88.4% | 71.9%+16.5pp | 79.3%+9.1pp | 67.9%+20.5pp |
| Annual return | -15.34% | -23.82%+8.5pp | -14.98%-0.4pp | -7.85%-7.5pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,375 | $4,148+53.7% | $5,601+13.8% | $4,028+58.3% |
| Admin fee / account holder | $3,075 | $6,583-53.3% | $10,328-70.2% | $5,404-43.1% |