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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 | $38,862 | $72,446-46.4% | $67,561-42.5% | $145,877-73.4% |
| Participation rate | 70.0% | 76.9%-6.9pp | 72.9%-2.9pp | 80.3%-10.3pp |
| Annual return | 11.20% | 7211.98%-7200.8pp | 3525.44%-3514.2pp | 551.28%-540.1pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,732 | $4,785-22.0% | $4,003-6.8% | $6,691-44.2% |
| Admin fee / account holder | $1,858 | $5,541-66.5% | $4,006-53.6% | $13,402-86.1% |