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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 | $26,042 | $59,116-55.9% | $86,438-69.9% | $68,486-62.0% |
| Participation rate | 89.2% | 75.2%+14.0pp | 80.3%+8.9pp | 67.9%+21.3pp |
| Annual return | -16.46% | -0.23%-16.2pp | 4397.19%-4413.7pp | -7.85%-8.6pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $10,668 | $5,902+80.8% | $6,952+53.4% | $4,028+164.9% |
| Admin fee / account holder | $2,813 | $5,639-50.1% | $6,733-58.2% | $5,404-47.9% |