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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 | $25,448 | $84,685-69.9% | $73,836-65.5% | $125,389-79.7% |
| Participation rate | 73.7% | 76.8%-3.1pp | 73.4%+0.2pp | 83.2%-9.5pp |
| Annual return | -0.48% | 3123.80%-3124.3pp | 2268.06%-2268.5pp | 282.24%-282.7pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,611 | $3,993-59.7% | $3,583-55.0% | $5,352-69.9% |
| Admin fee / account holder | $808 | $5,694-85.8% | $4,882-83.5% | $9,541-91.5% |