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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 | $41,131 | $70,121-41.3% | $63,803-35.5% | $138,895-70.4% |
| Participation rate | 93.3% | 77.2%+16.1pp | 72.7%+20.6pp | 79.9%+13.4pp |
| Annual return | 18.06% | 946.48%-928.4pp | 543.72%-525.7pp | 145.39%-127.3pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,532-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $11,732 | $4,535+158.7% | $3,843+205.3% | $6,396+83.4% |
| Admin fee / account holder | $5,459 | $6,738-19.0% | $5,196+5.1% | $12,562-56.5% |