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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 | $43,249 | $98,766-56.2% | $149,730-71.1% | $79,852-45.8% |
| Participation rate | 78.2% | 75.8%+2.4pp | 82.5%-4.3pp | 69.6%+8.5pp |
| Annual return | 0.00% | 27.43%-27.4pp | 276.70%-276.7pp | 31.72%-31.7pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,426 | $5,681-22.1% | $6,843-35.3% | $3,740+18.3% |
| Admin fee / account holder | $460 | $6,052-92.4% | $9,310-95.1% | $5,306-91.3% |