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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 | $62,345 | $122,042-48.9% | $184,243-66.2% | $74,429-16.2% |
| Participation rate | 71.7% | 85.5%-13.8pp | 86.8%-15.2pp | 67.2%+4.5pp |
| Annual return | 0.00% | 19.91%-19.9pp | 28.82%-28.8pp | 1368.38%-1368.4pp |
| Employer contribution / active EE | $0 | $4,538-100.0% | $6,427-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $13,284 | $7,143+86.0% | $9,132+45.5% | $4,348+205.5% |
| Admin fee / account holder | $2,009 | $1,252+60.5% | $13,914-85.6% | $1,944+3.3% |