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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 | $26,521 | $102,385-74.1% | $147,080-82.0% | $80,935-67.2% |
| Participation rate | 76.3% | 75.9%+0.4pp | 82.2%-5.9pp | 67.7%+8.7pp |
| Annual return | 55.83% | 135.09%-79.3pp | 420.17%-364.3pp | 35.66%+20.2pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $9,517 | $6,651+43.1% | $8,066+18.0% | $4,299+121.4% |
| Admin fee / account holder | $3,110 | $7,951-60.9% | $12,989-76.1% | $6,924-55.1% |