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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 | $31,486 | $43,730-28.0% | $121,220-74.0% | $64,173-50.9% |
| Participation rate | 100.0% | 58.3%+41.7pp | 71.8%+28.2pp | 69.6%+30.4pp |
| Annual return | -7.33% | 68.94%-76.3pp | 16.94%-24.3pp | 7.63%-15.0pp |
| Employer contribution / active EE | $0 | $1,297-100.0% | $4,023-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,945 | $2,281+29.1% | $3,345-12.0% | $3,470-15.1% |
| Admin fee / account holder | $521 | $3,502-85.1% | $5,021-89.6% | $4,887-89.3% |