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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 | $39,430 | $82,674-52.3% | $125,381-68.6% | $68,486-42.4% |
| Participation rate | 88.6% | 75.1%+13.5pp | 82.4%+6.2pp | 67.9%+20.7pp |
| Annual return | -6.29% | -5.97%-0.3pp | 572.31%-578.6pp | -7.85%+1.6pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $14,423 | $6,111+136.0% | $7,448+93.7% | $4,028+258.1% |
| Admin fee / account holder | $812 | $6,277-87.1% | $10,007-91.9% | $5,404-85.0% |