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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 | $51,750 | $102,429-49.5% | $147,096-64.8% | $80,925-36.1% |
| Participation rate | 96.7% | 75.9%+20.9pp | 82.2%+14.5pp | 67.7%+29.1pp |
| Annual return | 23.27% | 135.02%-111.8pp | 419.75%-396.5pp | 35.65%-12.4pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $15,818 | $6,649+137.9% | $8,071+96.0% | $4,299+268.0% |
| Admin fee / account holder | $4,314 | $7,957-45.8% | $13,005-66.8% | $6,940-37.8% |