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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 | $21,583 | $59,111-63.5% | $86,451-75.0% | $68,490-68.5% |
| Participation rate | 89.0% | 75.2%+13.8pp | 80.3%+8.7pp | 67.9%+21.1pp |
| Annual return | -2.04% | -0.22%-1.8pp | 4398.51%-4400.5pp | -7.85%+5.8pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,770-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $8,320 | $5,900+41.0% | $6,953+19.7% | $4,028+106.6% |
| Admin fee / account holder | $1,405 | $5,640-75.1% | $6,734-79.1% | $5,403-74.0% |