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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 | $40,661 | $75,832-46.4% | $147,617-72.5% | $59,633-31.8% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 4.05% | 0.37%+3.7pp | 61.98%-57.9pp | 2041.45%-2037.4pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,141 | $3,131+0.3% | $4,895-35.8% | $3,192-1.6% |
| Admin fee / account holder | $7,446 | $5,986+24.4% | $11,612-35.9% | $4,297+73.3% |