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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 | $58,864 | $72,404-18.7% | $110,243-46.6% | $64,173-8.3% |
| Participation rate | 92.9% | 73.3%+19.5pp | 79.8%+13.0pp | 69.6%+23.3pp |
| Annual return | -5.24% | -6.29%+1.0pp | 314.76%-320.0pp | 7.63%-12.9pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,653 | $3,469-23.5% | $4,672-43.2% | $3,470-23.5% |
| Admin fee / account holder | $875 | $5,664-84.6% | $8,548-89.8% | $4,887-82.1% |