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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 | $26,990 | $57,312-52.9% | $86,617-68.8% | $75,181-64.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 17.38% | 2672.78%-2655.4pp | 591.91%-574.5pp | 160.69%-143.3pp |
| Employer contribution / active EE | $0 | $2,315-100.0% | $3,023-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,544 | $3,319+6.8% | $4,437-20.1% | $4,126-14.1% |
| Admin fee / account holder | $3,964 | $4,114-3.7% | $5,613-29.4% | $5,650-29.8% |