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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 | $12,731 | $72,071-82.3% | $68,368-81.4% | $137,256-90.7% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.8%+16.2pp | 80.0%+10.0pp |
| Annual return | 34.62% | 353.14%-318.5pp | 292.57%-258.0pp | 220.34%-185.7pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $8,517 | $4,410+93.1% | $4,123+106.6% | $6,407+32.9% |
| Admin fee / account holder | $300 | $5,336-94.4% | $5,150-94.2% | $12,270-97.6% |