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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 | $27,283 | $80,812-66.2% | $160,784-83.0% | $82,448-66.9% |
| Participation rate | 93.2% | 66.2%+27.0pp | 77.0%+16.3pp | 68.1%+25.2pp |
| Annual return | 19.31% | 100.59%-81.3pp | 1803.92%-1784.6pp | 41.64%-22.3pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,151 | $4,335-4.3% | $6,293-34.0% | $4,139+0.3% |
| Admin fee / account holder | $2,076 | $7,695-73.0% | $9,717-78.6% | $7,234-71.3% |