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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 | $54,679 | $75,962-28.0% | $154,108-64.5% | $64,173-14.8% |
| Participation rate | 76.0% | 70.4%+5.6pp | 83.0%-7.0pp | 69.6%+6.4pp |
| Annual return | -5.90% | 30.32%-36.2pp | 735.21%-741.1pp | 7.63%-13.5pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,416 | $3,175-23.9% | $5,081-52.5% | $3,470-30.4% |
| Admin fee / account holder | $3,183 | $5,589-43.0% | $13,411-76.3% | $4,887-34.9% |