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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 | $40,330 | $84,684-52.4% | $73,835-45.4% | $125,388-67.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -0.56% | 3123.93%-3124.5pp | 2268.13%-2268.7pp | 282.24%-282.8pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,788-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $6,287 | $3,993+57.5% | $3,583+75.5% | $5,352+17.5% |
| Admin fee / account holder | $376 | $5,691-93.4% | $4,880-92.3% | $9,541-96.1% |