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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 | $21,023 | $49,896-57.9% | $80,627-73.9% | $75,173-72.0% |
| Participation rate | 90.7% | 55.3%+35.4pp | 67.0%+23.7pp | 67.2%+23.5pp |
| Annual return | 24.85% | 34.67%-9.8pp | 936.76%-911.9pp | 160.72%-135.9pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,723-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $12,331 | $2,992+312.2% | $4,443+177.5% | $4,126+198.8% |
| Admin fee / account holder | $1,892 | $3,578-47.1% | $5,381-64.8% | $5,651-66.5% |