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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 | $17,612 | $117,623-85.0% | $71,702-75.4% | $134,509-86.9% |
| Participation rate | 84.6% | 68.9%+15.7pp | 62.3%+22.3pp | 81.2%+3.4pp |
| Annual return | -14.50% | 25.44%-39.9pp | 9.14%-23.6pp | 418.13%-432.6pp |
| Employer contribution / active EE | $0 | $2,525-100.0% | $1,704-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,111 | $3,759+9.4% | $2,658+54.7% | $6,400-35.8% |
| Admin fee / account holder | $393 | $6,379-93.8% | $3,974-90.1% | $11,427-96.6% |