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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 | $20,699 | $45,152-54.2% | $73,836-72.0% | $59,633-65.3% |
| Participation rate | 70.4% | 64.0%+6.4pp | 73.4%-3.1pp | 68.7%+1.7pp |
| Annual return | -0.18% | 27.40%-27.6pp | 2268.06%-2268.2pp | 2041.45%-2041.6pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $922 | $2,573-64.2% | $3,583-74.3% | $3,192-71.1% |
| Admin fee / account holder | $5,110 | $3,515+45.4% | $4,882+4.7% | $4,297+18.9% |