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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 | $22,119 | $59,116-62.6% | $86,438-74.4% | $68,486-67.7% |
| Participation rate | 77.8% | 75.2%+2.5pp | 80.3%-2.6pp | 67.9%+9.9pp |
| Annual return | -14.53% | -0.23%-14.3pp | 4397.19%-4411.7pp | -7.85%-6.7pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $9,336 | $5,902+58.2% | $6,952+34.3% | $4,028+131.8% |
| Admin fee / account holder | $1,537 | $5,639-72.7% | $6,733-77.2% | $5,404-71.6% |