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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 | $32,921 | $99,644-67.0% | $86,438-61.9% | $134,532-75.5% |
| Participation rate | 83.3% | 82.1%+1.3pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -7.85% | 6787.26%-6795.1pp | 4397.19%-4405.0pp | 418.27%-426.1pp |
| Employer contribution / active EE | $0 | $4,402-100.0% | $3,769-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,439 | $7,247-11.1% | $6,952-7.4% | $6,401+0.6% |
| Admin fee / account holder | $17,688 | $8,375+111.2% | $6,733+162.7% | $11,429+54.8% |