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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 | $46,888 | $99,647-52.9% | $86,439-45.8% | $134,509-65.1% |
| Participation rate | 75.0% | 82.1%-7.1pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -16.14% | 6784.13%-6800.3pp | 4395.55%-4411.7pp | 418.13%-434.3pp |
| Employer contribution / active EE | $233 | $4,401-94.7% | $3,769-93.8% | $4,741-95.1% |
| Participant deferral / active EE | $2,477 | $7,246-65.8% | $6,952-64.4% | $6,400-61.3% |
| Admin fee / account holder | $519 | $8,373-93.8% | $6,732-92.3% | $11,427-95.5% |