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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 | $22,685 | $59,107-61.6% | $86,439-73.8% | $68,495-66.9% |
| Participation rate | 92.2% | 75.2%+16.9pp | 80.3%+11.9pp | 67.9%+24.3pp |
| Annual return | -9.95% | -0.23%-9.7pp | 4395.55%-4405.5pp | -7.84%-2.1pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $9,473 | $5,901+60.5% | $6,952+36.3% | $4,028+135.2% |
| Admin fee / account holder | $3,509 | $5,637-37.8% | $6,732-47.9% | $5,403-35.1% |