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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 | $18,406 | $99,647-81.5% | $86,439-78.7% | $134,509-86.3% |
| Participation rate | 89.5% | 82.1%+7.4pp | 80.3%+9.1pp | 81.2%+8.2pp |
| Annual return | -2.73% | 6784.13%-6786.9pp | 4395.55%-4398.3pp | 418.13%-420.9pp |
| Employer contribution / active EE | $0 | $4,401-100.0% | $3,769-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $11,484 | $7,246+58.5% | $6,952+65.2% | $6,400+79.4% |
| Admin fee / account holder | $3,254 | $8,373-61.1% | $6,732-51.7% | $11,427-71.5% |