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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 | $35,040 | $75,832-53.8% | $147,617-76.3% | $59,633-41.2% |
| Participation rate | 98.9% | 71.6%+27.3pp | 84.6%+14.3pp | 68.7%+30.2pp |
| Annual return | -0.74% | 0.37%-1.1pp | 61.98%-62.7pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,884 | $3,131-39.8% | $4,895-61.5% | $3,192-41.0% |
| Admin fee / account holder | $2,902 | $5,986-51.5% | $11,612-75.0% | $4,297-32.5% |