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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 | $9,422 | $54,355-82.7% | $82,744-88.6% | $68,486-86.2% |
| Participation rate | 84.8% | 63.9%+20.9pp | 72.6%+12.3pp | 67.9%+17.0pp |
| Annual return | -11.44% | -13.67%+2.2pp | 702.22%-713.7pp | -7.85%-3.6pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,315 | $3,246-28.7% | $4,395-47.3% | $4,028-42.5% |
| Admin fee / account holder | $426 | $4,397-90.3% | $5,325-92.0% | $5,404-92.1% |