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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 | $18,620 | $51,638-63.9% | $68,368-72.8% | $82,448-77.4% |
| Participation rate | 96.4% | 63.6%+32.8pp | 73.8%+22.7pp | 68.1%+28.4pp |
| Annual return | 35.37% | 37.53%-2.2pp | 292.57%-257.2pp | 41.64%-6.3pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,745 | $2,914+131.5% | $4,123+63.6% | $4,139+62.9% |
| Admin fee / account holder | $1,067 | $4,643-77.0% | $5,150-79.3% | $7,234-85.3% |