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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 | $20,581 | $211,239-90.3% | $178,528-88.5% | $145,877-85.9% |
| Participation rate | 70.0% | 80.8%-10.8pp | 77.1%-7.1pp | 80.3%-10.3pp |
| Annual return | 147.71% | 30.22%+117.5pp | 27.11%+120.6pp | 551.28%-403.6pp |
| Employer contribution / active EE | $0 | $4,570-100.0% | $3,950-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,953 | $6,963+14.2% | $6,278+26.7% | $6,691+18.9% |
| Admin fee / account holder | $7,169 | $12,095-40.7% | $10,419-31.2% | $13,402-46.5% |