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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 | $57,011 | $85,790-33.5% | $67,313-15.3% | $135,379-57.9% |
| Participation rate | 90.0% | 76.5%+13.5pp | 69.1%+20.9pp | 82.6%+7.4pp |
| Annual return | 0.16% | -0.54%+0.7pp | -4.08%+4.2pp | 519.79%-519.6pp |
| Employer contribution / active EE | $0 | $3,487-100.0% | $2,566-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,264 | $4,651-29.8% | $3,568-8.5% | $5,609-41.8% |
| Admin fee / account holder | $22,309 | $6,392+249.0% | $4,507+395.0% | $10,828+106.0% |