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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 | $46,676 | $54,370-14.2% | $82,763-43.6% | $68,490-31.9% |
| Participation rate | 87.2% | 63.9%+23.3pp | 72.6%+14.7pp | 67.9%+19.3pp |
| Annual return | -8.97% | -13.67%+4.7pp | 702.45%-711.4pp | -7.85%-1.1pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,275 | $3,247-29.9% | $4,395-48.2% | $4,028-43.5% |
| Admin fee / account holder | $865 | $4,398-80.3% | $5,325-83.8% | $5,403-84.0% |