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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 | $117,694-85.0% | $71,755-75.5% | $134,532-86.9% |
| Participation rate | 84.6% | 68.8%+15.8pp | 62.3%+22.3pp | 81.2%+3.4pp |
| Annual return | -14.50% | 25.33%-39.8pp | 9.09%-23.6pp | 418.27%-432.8pp |
| Employer contribution / active EE | $0 | $2,523-100.0% | $1,704-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,111 | $3,753+9.5% | $2,656+54.8% | $6,401-35.8% |
| Admin fee / account holder | $393 | $6,374-93.8% | $3,972-90.1% | $11,429-96.6% |