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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 | $44,161 | $75,962-41.9% | $154,108-71.3% | $64,173-31.2% |
| Participation rate | 81.7% | 70.4%+11.3pp | 83.0%-1.4pp | 69.6%+12.1pp |
| Annual return | -4.57% | 30.32%-34.9pp | 735.21%-739.8pp | 7.63%-12.2pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,263 | $3,175+2.8% | $5,081-35.8% | $3,470-6.0% |
| Admin fee / account holder | $632 | $5,589-88.7% | $13,411-95.3% | $4,887-87.1% |