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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 | $26,695 | $69,541-61.6% | $59,899-55.4% | $135,380-80.3% |
| Participation rate | 91.7% | 77.8%+13.8pp | 74.7%+17.0pp | 82.6%+9.0pp |
| Annual return | -1.91% | 7.95%-9.9pp | 3.46%-5.4pp | 519.81%-521.7pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,723-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,892 | $4,206-55.0% | $3,402-44.4% | $5,609-66.3% |
| Admin fee / account holder | $11,946 | $5,737+108.2% | $3,592+232.6% | $10,828+10.3% |