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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 | $72,426-46.3% | $67,560-42.5% | $145,897-73.4% |
| Participation rate | 70.0% | 76.9%-6.9pp | 72.9%-2.9pp | 80.3%-10.3pp |
| Annual return | 11.20% | 7226.78%-7215.6pp | 3533.50%-3522.3pp | 552.29%-541.1pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,737-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,732 | $4,785-22.0% | $4,004-6.8% | $6,689-44.2% |
| Admin fee / account holder | $1,858 | $5,514-66.3% | $3,994-53.5% | $13,390-86.1% |