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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 | $20,100 | $80,812-75.1% | $160,784-87.5% | $82,448-75.6% |
| Participation rate | 90.6% | 66.2%+24.4pp | 77.0%+13.7pp | 68.1%+22.6pp |
| Annual return | 15.80% | 100.59%-84.8pp | 1803.92%-1788.1pp | 41.64%-25.8pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $8,450 | $4,335+94.9% | $6,293+34.3% | $4,139+104.1% |
| Admin fee / account holder | $2,093 | $7,695-72.8% | $9,717-78.5% | $7,234-71.1% |