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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 | $28,024 | $59,116-52.6% | $86,438-67.6% | $68,486-59.1% |
| Participation rate | 95.4% | 75.2%+20.1pp | 80.3%+15.1pp | 67.9%+27.5pp |
| Annual return | -14.96% | -0.23%-14.7pp | 4397.19%-4412.2pp | -7.85%-7.1pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $8,167 | $5,902+38.4% | $6,952+17.5% | $4,028+102.8% |
| Admin fee / account holder | $2,482 | $5,639-56.0% | $6,733-63.1% | $5,404-54.1% |