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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 | $21,098 | $59,116-64.3% | $86,438-75.6% | $68,486-69.2% |
| Participation rate | 85.7% | 75.2%+10.5pp | 80.3%+5.4pp | 67.9%+17.8pp |
| Annual return | -7.95% | -0.23%-7.7pp | 4397.19%-4405.1pp | -7.85%-0.1pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $8,541 | $5,902+44.7% | $6,952+22.9% | $4,028+112.1% |
| Admin fee / account holder | $508 | $5,639-91.0% | $6,733-92.5% | $5,404-90.6% |