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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 | $16,761 | $69,012-75.7% | $160,009-89.5% | $68,486-75.5% |
| Participation rate | 73.0% | 65.4%+7.6pp | 78.0%-5.0pp | 67.9%+5.1pp |
| Annual return | -18.93% | -9.65%-9.3pp | 408.85%-427.8pp | -7.85%-11.1pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,225-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $8,346 | $4,212+98.2% | $6,183+35.0% | $4,028+107.2% |
| Admin fee / account holder | $2,462 | $4,798-48.7% | $8,715-71.8% | $5,404-54.4% |