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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 | $37,015 | $60,119-38.4% | $90,430-59.1% | $79,858-53.6% |
| Participation rate | 72.0% | 65.0%+7.0pp | 72.7%-0.7pp | 69.6%+2.4pp |
| Annual return | 13.74% | 71.94%-58.2pp | 1293.73%-1280.0pp | 31.72%-18.0pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,920 | $2,938+67.5% | $3,963+24.2% | $3,740+31.5% |
| Admin fee / account holder | $423 | $3,976-89.4% | $5,613-92.5% | $5,306-92.0% |