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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 | $31,086 | $59,111-47.4% | $86,451-64.0% | $68,490-54.6% |
| Participation rate | 87.9% | 75.2%+12.7pp | 80.3%+7.6pp | 67.9%+20.0pp |
| Annual return | -9.14% | -0.22%-8.9pp | 4398.51%-4407.6pp | -7.85%-1.3pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,770-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $11,007 | $5,900+86.6% | $6,953+58.3% | $4,028+173.3% |
| Admin fee / account holder | $1,044 | $5,640-81.5% | $6,734-84.5% | $5,403-80.7% |