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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 | $11,944 | $152,597-92.2% | $117,533-89.8% | $134,532-91.1% |
| Participation rate | 81.0% | 77.1%+3.8pp | 70.6%+10.4pp | 81.2%-0.3pp |
| Annual return | -18.96% | 53.04%-72.0pp | 29.77%-48.7pp | 418.27%-437.2pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,164 | $4,821-55.1% | $4,072-46.9% | $6,401-66.2% |
| Admin fee / account holder | $820 | $7,007-88.3% | $5,647-85.5% | $11,429-92.8% |