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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 | $38,637 | $82,630-53.2% | $64,105-39.7% | $125,389-69.2% |
| Participation rate | 93.3% | 75.9%+17.5pp | 68.2%+25.2pp | 83.2%+10.1pp |
| Annual return | -2.16% | 1489.72%-1491.9pp | 791.24%-793.4pp | 282.24%-284.4pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,390 | $3,608-61.5% | $2,822-50.7% | $5,352-74.0% |
| Admin fee / account holder | $3,630 | $6,382-43.1% | $4,499-19.3% | $9,541-62.0% |