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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 | $13,951 | $49,177-71.6% | $79,466-82.4% | $64,173-78.3% |
| Participation rate | 88.1% | 65.0%+23.1pp | 73.3%+14.8pp | 69.6%+18.6pp |
| Annual return | -5.41% | -1.16%-4.2pp | 718.28%-723.7pp | 7.63%-13.0pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $938 | $2,821-66.8% | $3,704-74.7% | $3,470-73.0% |
| Admin fee / account holder | $1,165 | $3,839-69.6% | $5,104-77.2% | $4,887-76.2% |