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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 | $16,958 | $73,518-76.9% | $63,003-73.1% | $147,585-88.5% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.8%+16.1pp | 82.8%+8.1pp |
| Annual return | 32.62% | 175.46%-142.8pp | 87.59%-55.0pp | 578.57%-545.9pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,760-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,651 | $4,183-60.5% | $3,329-50.4% | $5,439-69.7% |
| Admin fee / account holder | $868 | $5,952-85.4% | $3,600-75.9% | $10,885-92.0% |