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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 | $17,196 | $75,962-77.4% | $154,108-88.8% | $64,173-73.2% |
| Participation rate | 91.8% | 70.4%+21.4pp | 83.0%+8.8pp | 69.6%+22.3pp |
| Annual return | -0.39% | 30.32%-30.7pp | 735.21%-735.6pp | 7.63%-8.0pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,455 | $3,175-54.2% | $5,081-71.4% | $3,470-58.1% |
| Admin fee / account holder | $2,353 | $5,589-57.9% | $13,411-82.5% | $4,887-51.9% |