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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 | $28,370 | $100,811-71.9% | $86,698-67.3% | $134,545-78.9% |
| Participation rate | 76.9% | 79.0%-2.0pp | 76.6%+0.3pp | 81.2%-4.3pp |
| Annual return | -13.35% | 29.11%-42.5pp | 35.96%-49.3pp | 418.37%-431.7pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,926 | $5,339-63.9% | $4,656-58.6% | $6,401-69.9% |
| Admin fee / account holder | $37,808 | $10,926+246.0% | $7,492+404.6% | $11,431+230.8% |