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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 | $23,314 | $82,678-71.8% | $125,391-81.4% | $68,490-66.0% |
| Participation rate | 89.6% | 75.1%+14.5pp | 82.4%+7.2pp | 67.9%+21.7pp |
| Annual return | -5.01% | -5.97%+1.0pp | 572.41%-577.4pp | -7.85%+2.8pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $11,365 | $6,111+86.0% | $7,448+52.6% | $4,028+182.2% |
| Admin fee / account holder | $1,400 | $6,277-77.7% | $10,009-86.0% | $5,403-74.1% |