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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 | $31,523 | $82,678-61.9% | $125,391-74.9% | $68,490-54.0% |
| Participation rate | 77.1% | 75.1%+2.1pp | 82.4%-5.2pp | 67.9%+9.2pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.41%-572.4pp | -7.85%+7.9pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $8,809 | $6,111+44.1% | $7,448+18.3% | $4,028+118.7% |
| Admin fee / account holder | $9,532 | $6,277+51.9% | $10,009-4.8% | $5,403+76.4% |