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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 | $13,909 | $73,863-81.2% | $143,797-90.3% | $68,490-79.7% |
| Participation rate | 82.8% | 66.7%+16.1pp | 80.3%+2.4pp | 67.9%+14.9pp |
| Annual return | -16.55% | 0.91%-17.5pp | -0.04%-16.5pp | -7.85%-8.7pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,671 | $3,385-21.1% | $5,638-52.6% | $4,028-33.7% |
| Admin fee / account holder | $748 | $5,756-87.0% | $14,679-94.9% | $5,403-86.2% |