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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 | $34,243 | $70,366-51.3% | $66,674-48.6% | $138,895-75.3% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.7%+12.0pp | 79.9%+5.8pp |
| Annual return | 20.06% | 386.41%-366.3pp | 321.24%-301.2pp | 145.39%-125.3pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $6,498 | $4,374+48.6% | $4,084+59.1% | $6,396+1.6% |
| Admin fee / account holder | $342 | $5,262-93.5% | $5,098-93.3% | $12,562-97.3% |