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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 | $9,655 | $52,353-81.6% | $120,225-92.0% | $82,448-88.3% |
| Participation rate | 96.8% | 58.3%+38.5pp | 69.6%+27.2pp | 68.1%+28.8pp |
| Annual return | 18.64% | 61.85%-43.2pp | 439.23%-420.6pp | 41.64%-23.0pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,183 | $2,627-16.9% | $3,999-45.4% | $4,139-47.3% |
| Admin fee / account holder | $1,574 | $4,363-63.9% | $5,696-72.4% | $7,234-78.2% |