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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 | $33,480 | $84,685-60.5% | $73,836-54.7% | $125,389-73.3% |
| Participation rate | 83.3% | 76.8%+6.6pp | 73.4%+9.9pp | 83.2%+0.1pp |
| Annual return | -0.13% | 3123.80%-3123.9pp | 2268.06%-2268.2pp | 282.24%-282.4pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $5,790 | $3,993+45.0% | $3,583+61.6% | $5,352+8.2% |
| Admin fee / account holder | $7,203 | $5,694+26.5% | $4,882+47.5% | $9,541-24.5% |