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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 | $6,737 | $27,639-75.6% | $61,501-89.0% | $68,490-90.2% |
| Participation rate | 93.3% | 39.5%+53.8pp | 52.6%+40.8pp | 67.9%+25.4pp |
| Annual return | 0.00% | -13.19%+13.2pp | 339.04%-339.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $0 | $696-100.0% | $1,160-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,177 | $1,264+309.7% | $2,125+143.6% | $4,028+28.5% |
| Admin fee / account holder | $804 | $2,012-60.0% | $2,132-62.3% | $5,403-85.1% |