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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 | $36,191 | $82,288-56.0% | $68,794-47.4% | $134,509-73.1% |
| Participation rate | 85.7% | 75.1%+10.7pp | 69.0%+16.7pp | 81.2%+4.5pp |
| Annual return | -14.90% | -2.19%-12.7pp | -6.37%-8.5pp | 418.13%-433.0pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,656-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,161 | $4,738-54.4% | $3,941-45.2% | $6,400-66.2% |
| Admin fee / account holder | $4,428 | $6,482-31.7% | $4,934-10.3% | $11,427-61.2% |