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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 | $19,303 | $52,353-63.1% | $120,225-83.9% | $82,448-76.6% |
| Participation rate | 78.9% | 58.3%+20.6pp | 69.6%+9.3pp | 68.1%+10.8pp |
| Annual return | 14.20% | 61.85%-47.7pp | 439.23%-425.0pp | 41.64%-27.4pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,116 | $2,627-57.5% | $3,999-72.1% | $4,139-73.0% |
| Admin fee / account holder | $1,171 | $4,363-73.2% | $5,696-79.4% | $7,234-83.8% |