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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 | $28,771 | $49,177-41.5% | $79,467-63.8% | $64,173-55.2% |
| Participation rate | 84.6% | 65.0%+19.6pp | 73.3%+11.3pp | 69.6%+15.0pp |
| Annual return | -4.17% | -1.16%-3.0pp | 718.30%-722.5pp | 7.63%-11.8pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,101 | $2,821+45.3% | $3,704+10.7% | $3,470+18.2% |
| Admin fee / account holder | $1,005 | $3,839-73.8% | $5,104-80.3% | $4,887-79.4% |