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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 | $35,017 | $63,703-45.0% | $93,063-62.4% | $82,448-57.5% |
| Participation rate | 90.0% | 63.8%+26.2pp | 72.1%+17.9pp | 68.1%+21.9pp |
| Annual return | 50.32% | -775.43%+825.7pp | 34.15%+16.2pp | 41.64%+8.7pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $13,074 | $2,919+347.9% | $3,958+230.3% | $4,139+215.8% |
| Admin fee / account holder | $2,432 | $5,982-59.4% | $6,033-59.7% | $7,234-66.4% |