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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 | $17,084 | $59,107-71.1% | $86,439-80.2% | $68,495-75.1% |
| Participation rate | 86.8% | 75.2%+11.5pp | 80.3%+6.5pp | 67.9%+18.9pp |
| Annual return | -10.78% | -0.23%-10.5pp | 4395.55%-4406.3pp | -7.84%-2.9pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,043 | $5,901+36.3% | $6,952+15.7% | $4,028+99.7% |
| Admin fee / account holder | $904 | $5,637-84.0% | $6,732-86.6% | $5,403-83.3% |