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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 | $42,660 | $82,674-48.4% | $125,381-66.0% | $68,486-37.7% |
| Participation rate | 76.0% | 75.1%+0.9pp | 82.4%-6.4pp | 67.9%+8.1pp |
| Annual return | -11.57% | -5.97%-5.6pp | 572.31%-583.9pp | -7.85%-3.7pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $15,913 | $6,111+160.4% | $7,448+113.7% | $4,028+295.1% |
| Admin fee / account holder | $2,750 | $6,277-56.2% | $10,007-72.5% | $5,404-49.1% |