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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 | $27,601 | $82,630-66.6% | $64,105-56.9% | $125,389-78.0% |
| Participation rate | 72.7% | 75.9%-3.1pp | 68.2%+4.6pp | 83.2%-10.5pp |
| Annual return | 0.85% | 1489.72%-1488.9pp | 791.24%-790.4pp | 282.24%-281.4pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,827 | $3,608-49.4% | $2,822-35.3% | $5,352-65.9% |
| Admin fee / account holder | $7,032 | $6,382+10.2% | $4,499+56.3% | $9,541-26.3% |