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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 | $23,653 | $82,674-71.4% | $125,363-81.1% | $68,495-65.5% |
| Participation rate | 92.6% | 75.0%+17.5pp | 82.4%+10.2pp | 67.9%+24.7pp |
| Annual return | -14.60% | -5.97%-8.6pp | 572.15%-586.7pp | -7.84%-6.8pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $10,143 | $6,111+66.0% | $7,447+36.2% | $4,028+151.9% |
| Admin fee / account holder | $2,016 | $6,276-67.9% | $10,005-79.9% | $5,403-62.7% |