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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 | $35,357 | $82,630-57.2% | $64,105-44.8% | $125,389-71.8% |
| Participation rate | 75.0% | 75.9%-0.9pp | 68.2%+6.8pp | 83.2%-8.2pp |
| Annual return | -1.41% | 1489.72%-1491.1pp | 791.24%-792.7pp | 282.24%-283.7pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,751 | $3,608-51.5% | $2,822-38.0% | $5,352-67.3% |
| Admin fee / account holder | $5,471 | $6,382-14.3% | $4,499+21.6% | $9,541-42.7% |