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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 | $28,529 | $75,962-62.4% | $154,108-81.5% | $64,173-55.5% |
| Participation rate | 73.0% | 70.4%+2.6pp | 83.0%-10.1pp | 69.6%+3.4pp |
| Annual return | -4.23% | 30.32%-34.6pp | 735.21%-739.4pp | 7.63%-11.9pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,942 | $3,175-38.8% | $5,081-61.8% | $3,470-44.0% |
| Admin fee / account holder | $3,905 | $5,589-30.1% | $13,411-70.9% | $4,887-20.1% |