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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 | $35,886 | $102,595-65.0% | $94,057-61.8% | $154,746-76.8% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 80.7%+2.6pp |
| Annual return | 13.25% | 583.42%-570.2pp | 480.62%-467.4pp | 172.34%-159.1pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $9,036 | $5,118+76.5% | $4,709+91.9% | $6,730+34.3% |
| Admin fee / account holder | $2,683 | $7,736-65.3% | $7,244-63.0% | $14,365-81.3% |