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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 | $35,189 | $82,674-57.4% | $125,381-71.9% | $68,486-48.6% |
| Participation rate | 84.0% | 75.1%+8.9pp | 82.4%+1.6pp | 67.9%+16.1pp |
| Annual return | -14.31% | -5.97%-8.3pp | 572.31%-586.6pp | -7.85%-6.5pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,706 | $6,111-39.4% | $7,448-50.2% | $4,028-8.0% |
| Admin fee / account holder | $985 | $6,277-84.3% | $10,007-90.2% | $5,404-81.8% |