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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 | $57,477 | $103,008-44.2% | $90,304-36.4% | $152,897-62.4% |
| Participation rate | 78.3% | 75.9%+2.4pp | 73.3%+5.0pp | 82.5%-4.2pp |
| Annual return | 20.29% | 95.22%-74.9pp | 78.13%-57.8pp | 345.43%-325.1pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,441 | $4,281-19.6% | $3,885-11.4% | $5,851-41.2% |
| Admin fee / account holder | $709 | $6,175-88.5% | $5,354-86.8% | $11,599-93.9% |