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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 | $23,603 | $105,158-77.6% | $94,672-75.1% | $139,487-83.1% |
| Participation rate | 94.7% | 82.4%+12.4pp | 80.8%+13.9pp | 80.3%+14.4pp |
| Annual return | 23.44% | 38.11%-14.7pp | 156.89%-133.4pp | 373.84%-350.4pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $7,479 | $7,599-1.6% | $7,417+0.8% | $6,713+11.4% |
| Admin fee / account holder | $6,064 | $8,972-32.4% | $7,222-16.0% | $11,407-46.8% |