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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 | $48,101 | $80,812-40.5% | $160,784-70.1% | $82,448-41.7% |
| Participation rate | 93.8% | 66.2%+27.5pp | 77.0%+16.8pp | 68.1%+25.7pp |
| Annual return | 14.45% | 100.59%-86.1pp | 1803.92%-1789.5pp | 41.64%-27.2pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,303 | $4,335-0.7% | $6,293-31.6% | $4,139+4.0% |
| Admin fee / account holder | $338 | $7,695-95.6% | $9,717-96.5% | $7,234-95.3% |