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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 | $32,682 | $49,177-33.5% | $79,467-58.9% | $64,173-49.1% |
| Participation rate | 88.5% | 65.0%+23.4pp | 73.3%+15.1pp | 69.6%+18.9pp |
| Annual return | -6.62% | -1.16%-5.5pp | 718.30%-724.9pp | 7.63%-14.3pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,800 | $2,821+70.1% | $3,704+29.6% | $3,470+38.3% |
| Admin fee / account holder | $3,806 | $3,839-0.9% | $5,104-25.4% | $4,887-22.1% |