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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 | $9,365 | $54,355-82.8% | $82,744-88.7% | $68,486-86.3% |
| Participation rate | 83.3% | 63.9%+19.4pp | 72.6%+10.8pp | 67.9%+15.4pp |
| Annual return | -9.20% | -13.67%+4.5pp | 702.22%-711.4pp | -7.85%-1.3pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $11,750 | $3,246+261.9% | $4,395+167.4% | $4,028+191.7% |
| Admin fee / account holder | $2,440 | $4,397-44.5% | $5,325-54.2% | $5,404-54.9% |