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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 | $30,503 | $59,116-48.4% | $86,438-64.7% | $68,486-55.5% |
| Participation rate | 95.7% | 75.2%+20.4pp | 80.3%+15.3pp | 67.9%+27.8pp |
| Annual return | -8.26% | -0.23%-8.0pp | 4397.19%-4405.5pp | -7.85%-0.4pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $14,206 | $5,902+140.7% | $6,952+104.3% | $4,028+252.7% |
| Admin fee / account holder | $1,199 | $5,639-78.7% | $6,733-82.2% | $5,404-77.8% |