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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 | $27,059 | $82,674-67.3% | $125,381-78.4% | $68,486-60.5% |
| Participation rate | 89.7% | 75.1%+14.7pp | 82.4%+7.4pp | 67.9%+21.9pp |
| Annual return | -14.90% | -5.97%-8.9pp | 572.31%-587.2pp | -7.85%-7.0pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $10,537 | $6,111+72.4% | $7,448+41.5% | $4,028+161.6% |
| Admin fee / account holder | $1,836 | $6,277-70.8% | $10,007-81.7% | $5,404-66.0% |