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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 | $26,613 | $57,541-53.7% | $95,740-72.2% | $75,173-64.6% |
| Participation rate | 89.2% | 62.5%+26.7pp | 72.3%+16.9pp | 67.2%+22.0pp |
| Annual return | 61.67% | 34.93%+26.7pp | 28.41%+33.3pp | 160.72%-99.0pp |
| Employer contribution / active EE | $0 | $1,808-100.0% | $2,836-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $10,525 | $3,074+242.4% | $4,244+148.0% | $4,126+155.1% |
| Admin fee / account holder | $2,114 | $4,099-48.4% | $5,676-62.8% | $5,651-62.6% |