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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 | $65,111 | $46,697+39.4% | $117,533-44.6% | $68,486-4.9% |
| Participation rate | 70.7% | 56.8%+14.0pp | 70.6%+0.1pp | 67.9%+2.8pp |
| Annual return | -11.27% | -14.52%+3.2pp | 29.77%-41.0pp | -7.85%-3.4pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $4,179-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $8,797 | $2,637+233.5% | $4,072+116.0% | $4,028+118.4% |
| Admin fee / account holder | $1,771 | $4,023-56.0% | $5,647-68.6% | $5,404-67.2% |