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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 | $18,196 | $59,116-69.2% | $86,438-78.9% | $68,486-73.4% |
| Participation rate | 82.1% | 75.2%+6.9pp | 80.3%+1.8pp | 67.9%+14.2pp |
| Annual return | -15.87% | -0.23%-15.6pp | 4397.19%-4413.1pp | -7.85%-8.0pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,231 | $5,902+5.6% | $6,952-10.4% | $4,028+54.7% |
| Admin fee / account holder | $3,250 | $5,639-42.4% | $6,733-51.7% | $5,404-39.9% |