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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 | $19,218 | $100,811-80.9% | $86,698-77.8% | $134,545-85.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.19% | 29.11%-46.3pp | 35.96%-53.2pp | 418.37%-435.6pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $12,464 | $5,339+133.4% | $4,656+167.7% | $6,401+94.7% |
| Admin fee / account holder | $13,998 | $10,926+28.1% | $7,492+86.8% | $11,431+22.5% |