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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 | $39,393 | $56,197-29.9% | $67,652-41.8% | $59,633-33.9% |
| Participation rate | 90.5% | 71.5%+19.0pp | 75.7%+14.8pp | 68.7%+21.8pp |
| Annual return | -1.22% | 18508.10%-18509.3pp | 6625.40%-6626.6pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,825 | $2,844+69.7% | $3,560+35.6% | $3,192+51.2% |
| Admin fee / account holder | $942 | $3,958-76.2% | $4,821-80.5% | $4,297-78.1% |