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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 | $17,926 | $158,852-88.7% | $121,220-85.2% | $135,380-86.8% |
| Participation rate | 91.3% | 79.3%+12.0pp | 71.8%+19.5pp | 82.6%+8.7pp |
| Annual return | -3.26% | -0.64%-2.6pp | 16.94%-20.2pp | 519.81%-523.1pp |
| Employer contribution / active EE | $0 | $5,666-100.0% | $4,023-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,347 | $4,006-41.4% | $3,345-29.8% | $5,609-58.2% |
| Admin fee / account holder | $1,064 | $6,515-83.7% | $5,021-78.8% | $10,828-90.2% |