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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 | $34,712 | $102,393-66.1% | $147,041-76.4% | $80,911-57.1% |
| Participation rate | 96.3% | 75.9%+20.4pp | 82.2%+14.1pp | 67.6%+28.6pp |
| Annual return | 15.41% | 134.95%-119.5pp | 419.21%-403.8pp | 35.63%-20.2pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $10,515 | $6,647+58.2% | $8,071+30.3% | $4,297+144.7% |
| Admin fee / account holder | $723 | $7,943-90.9% | $13,006-94.4% | $6,935-89.6% |