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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 | $26,391 | $82,674-68.1% | $125,363-78.9% | $68,495-61.5% |
| Participation rate | 85.1% | 75.0%+10.1pp | 82.4%+2.8pp | 67.9%+17.2pp |
| Annual return | -9.81% | -5.97%-3.8pp | 572.15%-582.0pp | -7.84%-2.0pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $11,053 | $6,111+80.9% | $7,447+48.4% | $4,028+174.4% |
| Admin fee / account holder | $2,674 | $6,276-57.4% | $10,005-73.3% | $5,403-50.5% |