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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 | $27,602 | $82,674-66.6% | $125,381-78.0% | $68,486-59.7% |
| Participation rate | 88.9% | 75.1%+13.8pp | 82.4%+6.5pp | 67.9%+21.0pp |
| Annual return | -14.51% | -5.97%-8.5pp | 572.31%-586.8pp | -7.85%-6.7pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,192 | $6,111+1.3% | $7,448-16.9% | $4,028+53.8% |
| Admin fee / account holder | $2,851 | $6,277-54.6% | $10,007-71.5% | $5,404-47.2% |