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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 | $33,276 | $82,678-59.8% | $125,391-73.5% | $68,490-51.4% |
| Participation rate | 71.4% | 75.1%-3.6pp | 82.4%-11.0pp | 67.9%+3.5pp |
| Annual return | -15.07% | -5.97%-9.1pp | 572.41%-587.5pp | -7.85%-7.2pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $14,423 | $6,111+136.0% | $7,448+93.6% | $4,028+258.1% |
| Admin fee / account holder | $2,826 | $6,277-55.0% | $10,009-71.8% | $5,403-47.7% |