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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 | $34,771 | $90,107-61.4% | $182,262-80.9% | $69,733-50.1% |
| Participation rate | 80.7% | 64.8%+15.9pp | 84.2%-3.5pp | 62.5%+18.3pp |
| Annual return | 22.87% | 95.58%-72.7pp | 140.60%-117.7pp | 15.22%+7.6pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $5,046-100.0% | $2,250-100.0% |
| Participant deferral / active EE | $8,877 | $5,135+72.9% | $8,276+7.3% | $3,054+190.6% |
| Admin fee / account holder | $1,617 | $3,377-52.1% | $16,712-90.3% | $3,102-47.9% |