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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 | $39,278 | $54,355-27.7% | $82,744-52.5% | $68,486-42.6% |
| Participation rate | 92.9% | 63.9%+28.9pp | 72.6%+20.3pp | 67.9%+25.0pp |
| Annual return | -15.24% | -13.67%-1.6pp | 702.22%-717.5pp | -7.85%-7.4pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,706 | $3,246-16.7% | $4,395-38.4% | $4,028-32.8% |
| Admin fee / account holder | $9,088 | $4,397+106.7% | $5,325+70.7% | $5,404+68.2% |