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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 | $18,863 | $82,674-77.2% | $125,363-85.0% | $68,495-72.5% |
| Participation rate | 96.0% | 75.0%+21.0pp | 82.4%+13.6pp | 67.9%+28.1pp |
| Annual return | -12.59% | -5.97%-6.6pp | 572.15%-584.7pp | -7.84%-4.7pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $9,521 | $6,111+55.8% | $7,447+27.8% | $4,028+136.4% |
| Admin fee / account holder | $4,571 | $6,276-27.2% | $10,005-54.3% | $5,403-15.4% |