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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 | $68,764 | $69,012-0.4% | $160,009-57.0% | $68,486+0.4% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -17.65% | -9.65%-8.0pp | 408.85%-426.5pp | -7.85%-9.8pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,225-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,913 | $4,212-54.6% | $6,183-69.1% | $4,028-52.5% |
| Admin fee / account holder | $1,208 | $4,798-74.8% | $8,715-86.1% | $5,404-77.6% |