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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 | $39,281 | $60,139-34.7% | $90,461-56.6% | $79,856-50.8% |
| Participation rate | 88.4% | 65.0%+23.4pp | 72.7%+15.7pp | 69.6%+18.7pp |
| Annual return | 13.69% | 71.96%-58.3pp | 1294.76%-1281.1pp | 31.71%-18.0pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,847 | $2,939-37.2% | $3,964-53.4% | $3,741-50.6% |
| Admin fee / account holder | $3,241 | $3,978-18.5% | $5,617-42.3% | $5,306-38.9% |