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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 | $36,902 | $82,678-55.4% | $125,391-70.6% | $68,490-46.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.06% | -5.97%-11.1pp | 572.41%-589.5pp | -7.85%-9.2pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,174 | $6,111-31.7% | $7,448-44.0% | $4,028+3.6% |
| Admin fee / account holder | $490 | $6,277-92.2% | $10,009-95.1% | $5,403-90.9% |