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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 | $49,743 | $52,519-5.3% | $155,789-68.1% | $59,633-16.6% |
| Participation rate | 70.1% | 61.7%+8.4pp | 76.1%-5.9pp | 68.7%+1.5pp |
| Annual return | -0.21% | 53.51%-53.7pp | 71.54%-71.7pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,839-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,092 | $3,084+65.1% | $4,798+6.1% | $3,192+59.5% |
| Admin fee / account holder | $963 | $3,540-72.8% | $7,477-87.1% | $4,297-77.6% |