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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 | $32,151 | $44,850-28.3% | $60,547-46.9% | $59,633-46.1% |
| Participation rate | 75.7% | 59.5%+16.2pp | 68.0%+7.7pp | 68.7%+7.0pp |
| Annual return | -0.24% | 1074.14%-1074.4pp | 335.64%-335.9pp | 2041.40%-2041.6pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $2,419-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,462 | $2,230+10.4% | $3,328-26.0% | $3,192-22.9% |
| Admin fee / account holder | $3,071 | $3,635-15.5% | $4,536-32.3% | $4,297-28.5% |