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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 | $25,931 | $68,412-62.1% | $94,679-72.6% | $75,181-65.5% |
| Participation rate | 95.9% | 76.1%+19.8pp | 80.8%+15.1pp | 67.2%+28.7pp |
| Annual return | 31.41% | 616.91%-585.5pp | 156.75%-125.3pp | 160.69%-129.3pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $10,694 | $6,537+63.6% | $7,417+44.2% | $4,126+159.2% |
| Admin fee / account holder | $1,521 | $5,326-71.4% | $7,233-79.0% | $5,650-73.1% |