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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 | $38,482 | $112,112-65.7% | $95,956-59.9% | $158,950-75.8% |
| Participation rate | 90.9% | 79.0%+11.9pp | 77.1%+13.8pp | 82.0%+8.9pp |
| Annual return | 21.88% | 171.15%-149.3pp | 91.63%-69.8pp | 302.91%-281.0pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $8,842 | $4,784+84.8% | $4,167+112.2% | $5,983+47.8% |
| Admin fee / account holder | $1,174 | $10,134-88.4% | $6,797-82.7% | $11,248-89.6% |