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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 | $30,705 | $89,364-65.6% | $141,177-78.3% | $72,983-57.9% |
| Participation rate | 88.6% | 75.1%+13.5pp | 82.5%+6.2pp | 69.5%+19.1pp |
| Annual return | 63.26% | 111.86%-48.6pp | 71.40%-8.1pp | 81.01%-17.7pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $12,255 | $5,419+126.2% | $6,710+82.6% | $3,608+239.7% |
| Admin fee / account holder | $655 | $5,959-89.0% | $10,263-93.6% | $5,124-87.2% |