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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 | $30,265 | $102,429-70.5% | $147,096-79.4% | $80,925-62.6% |
| Participation rate | 89.1% | 75.9%+13.3pp | 82.2%+7.0pp | 67.7%+21.5pp |
| Annual return | 46.64% | 135.02%-88.4pp | 419.75%-373.1pp | 35.65%+11.0pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $11,098 | $6,649+66.9% | $8,071+37.5% | $4,299+158.2% |
| Admin fee / account holder | $8,295 | $7,957+4.2% | $13,005-36.2% | $6,940+19.5% |