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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 | $31,362 | $90,691-65.4% | $76,119-58.8% | $145,884-78.5% |
| Participation rate | 94.4% | 74.5%+20.0pp | 69.1%+25.4pp | 80.3%+14.1pp |
| Annual return | 10.94% | 624.52%-613.6pp | 361.25%-350.3pp | 551.85%-540.9pp |
| Employer contribution / active EE | $0 | $3,329-100.0% | $2,693-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $10,296 | $5,167+99.3% | $4,259+141.7% | $6,690+53.9% |
| Admin fee / account holder | $15,031 | $8,383+79.3% | $6,421+134.1% | $13,392+12.2% |