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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 | $14,458 | $91,179-84.1% | $178,499-91.9% | $79,852-81.9% |
| Participation rate | 90.7% | 69.2%+21.5pp | 81.9%+8.7pp | 69.6%+21.0pp |
| Annual return | 0.00% | 24.19%-24.2pp | 151.10%-151.1pp | 31.72%-31.7pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,989 | $3,236+85.1% | $5,202+15.1% | $3,740+60.1% |
| Admin fee / account holder | $364 | $6,749-94.6% | $13,986-97.4% | $5,306-93.1% |