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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 | $21,530 | $82,674-74.0% | $125,381-82.8% | $68,486-68.6% |
| Participation rate | 85.5% | 75.1%+10.4pp | 82.4%+3.1pp | 67.9%+17.6pp |
| Annual return | -13.76% | -5.97%-7.8pp | 572.31%-586.1pp | -7.85%-5.9pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,696 | $6,111+9.6% | $7,448-10.1% | $4,028+66.3% |
| Admin fee / account holder | $3,608 | $6,277-42.5% | $10,007-63.9% | $5,404-33.2% |