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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 | $23,970 | $75,832-68.4% | $147,617-83.8% | $59,633-59.8% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -0.79% | 0.37%-1.2pp | 61.98%-62.8pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,261 | $3,131+4.2% | $4,895-33.4% | $3,192+2.2% |
| Admin fee / account holder | $2,248 | $5,986-62.4% | $11,612-80.6% | $4,297-47.7% |