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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 | $28,417 | $75,959-62.6% | $154,114-81.6% | $64,181-55.7% |
| Participation rate | 98.5% | 70.4%+28.0pp | 83.0%+15.4pp | 69.6%+28.9pp |
| Annual return | 0.01% | 30.32%-30.3pp | 735.16%-735.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,238 | $3,175-29.5% | $5,081-56.0% | $3,470-35.5% |
| Admin fee / account holder | $11,855 | $5,589+112.1% | $13,411-11.6% | $4,887+142.6% |