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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 | $35,107 | $70,121-49.9% | $63,803-45.0% | $138,895-74.7% |
| Participation rate | 82.4% | 77.2%+5.1pp | 72.7%+9.6pp | 79.9%+2.4pp |
| Annual return | 16.20% | 946.48%-930.3pp | 543.72%-527.5pp | 145.39%-129.2pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,532-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $7,618 | $4,535+68.0% | $3,843+98.2% | $6,396+19.1% |
| Admin fee / account holder | $2,604 | $6,738-61.4% | $5,196-49.9% | $12,562-79.3% |