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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 | $18,162 | $59,107-69.3% | $86,439-79.0% | $68,495-73.5% |
| Participation rate | 98.8% | 75.2%+23.5pp | 80.3%+18.4pp | 67.9%+30.9pp |
| Annual return | -17.38% | -0.23%-17.2pp | 4395.55%-4412.9pp | -7.84%-9.5pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,386 | $5,901+42.1% | $6,952+20.6% | $4,028+108.2% |
| Admin fee / account holder | $745 | $5,637-86.8% | $6,732-88.9% | $5,403-86.2% |