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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 | $17,790 | $75,832-76.5% | $147,617-87.9% | $59,633-70.2% |
| Participation rate | 92.9% | 71.6%+21.3pp | 84.6%+8.2pp | 68.7%+24.2pp |
| Annual return | 1.54% | 0.37%+1.2pp | 61.98%-60.4pp | 2041.45%-2039.9pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,695 | $3,131-45.8% | $4,895-65.4% | $3,192-46.9% |
| Admin fee / account holder | $672 | $5,986-88.8% | $11,612-94.2% | $4,297-84.4% |