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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 | $23,555 | $82,674-71.5% | $125,381-81.2% | $68,486-65.6% |
| Participation rate | 91.5% | 75.1%+16.4pp | 82.4%+9.1pp | 67.9%+23.6pp |
| Annual return | -7.71% | -5.97%-1.7pp | 572.31%-580.0pp | -7.85%+0.1pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $13,994 | $6,111+129.0% | $7,448+87.9% | $4,028+247.5% |
| Admin fee / account holder | $4,731 | $6,277-24.6% | $10,007-52.7% | $5,404-12.5% |