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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 | $34,855 | $82,686-57.8% | $125,401-72.2% | $68,494-49.1% |
| Participation rate | 91.7% | 75.1%+16.6pp | 82.4%+9.3pp | 67.9%+23.8pp |
| Annual return | -16.69% | -5.97%-10.7pp | 572.53%-589.2pp | -7.86%-8.8pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $10,682 | $6,112+74.8% | $7,448+43.4% | $4,028+165.2% |
| Admin fee / account holder | $8,792 | $6,278+40.1% | $10,008-12.1% | $5,403+62.7% |