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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 | $73,107-52.1% | $114,563-69.4% | $87,485-60.0% |
| Participation rate | 90.0% | 65.8%+24.2pp | 72.9%+17.1pp | 68.9%+21.1pp |
| Annual return | 50.32% | 19.47%+30.8pp | 241.09%-190.8pp | 26.06%+24.3pp |
| Employer contribution / active EE | $0 | $1,881-100.0% | $2,592-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $13,074 | $3,144+315.9% | $4,142+215.6% | $4,274+205.9% |
| Admin fee / account holder | $2,432 | $5,770-57.9% | $7,623-68.1% | $7,775-68.7% |