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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 | $10,423 | $152,591-93.2% | $117,529-91.1% | $134,545-92.3% |
| Participation rate | 70.8% | 77.1%-6.3pp | 70.6%+0.2pp | 81.2%-10.4pp |
| Annual return | -13.49% | 53.04%-66.5pp | 29.77%-43.3pp | 418.37%-431.9pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,474 | $4,821-7.2% | $4,072+9.9% | $6,401-30.1% |
| Admin fee / account holder | $875 | $7,004-87.5% | $5,645-84.5% | $11,431-92.3% |