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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 | $37,570 | $68,394-45.1% | $94,672-60.3% | $75,177-50.0% |
| Participation rate | 72.0% | 76.1%-4.1pp | 80.8%-8.8pp | 67.2%+4.8pp |
| Annual return | 21.12% | 616.92%-595.8pp | 156.89%-135.8pp | 160.75%-139.6pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $10,365 | $6,536+58.6% | $7,417+39.7% | $4,126+151.2% |
| Admin fee / account holder | $3,363 | $5,326-36.9% | $7,222-53.4% | $5,651-40.5% |