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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 | $5,519 | $82,324-93.3% | $68,803-92.0% | $134,545-95.9% |
| Participation rate | 92.3% | 75.1%+17.3pp | 69.0%+23.3pp | 81.2%+11.1pp |
| Annual return | -18.18% | -2.17%-16.0pp | -6.37%-11.8pp | 418.37%-436.5pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,656-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,638 | $4,740-23.3% | $3,942-7.7% | $6,401-43.2% |
| Admin fee / account holder | $794 | $6,485-87.8% | $4,936-83.9% | $11,431-93.1% |