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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 | $16,099 | $59,111-72.8% | $86,451-81.4% | $68,490-76.5% |
| Participation rate | 96.0% | 75.2%+20.8pp | 80.3%+15.7pp | 67.9%+28.1pp |
| Annual return | -17.21% | -0.22%-17.0pp | 4398.51%-4415.7pp | -7.85%-9.4pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,770-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $8,015 | $5,900+35.8% | $6,953+15.3% | $4,028+99.0% |
| Admin fee / account holder | $680 | $5,640-87.9% | $6,734-89.9% | $5,403-87.4% |