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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 | $46,593 | $60,139-22.5% | $90,461-48.5% | $79,856-41.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 26.93% | 71.96%-45.0pp | 1294.76%-1267.8pp | 31.71%-4.8pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,377 | $2,939+48.9% | $3,964+10.4% | $3,741+17.0% |
| Admin fee / account holder | $2,946 | $3,978-25.9% | $5,617-47.5% | $5,306-44.5% |