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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 | $22,124 | $61,755-64.2% | $97,161-77.2% | $80,911-72.7% |
| Participation rate | 96.6% | 63.5%+33.1pp | 72.7%+23.9pp | 67.6%+28.9pp |
| Annual return | 75.69% | -557.90%+633.6pp | 75.36%+0.3pp | 35.63%+40.1pp |
| Employer contribution / active EE | $0 | $1,835-100.0% | $2,723-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $7,892 | $3,026+160.8% | $4,265+85.0% | $4,297+83.7% |
| Admin fee / account holder | $1,775 | $5,166-65.6% | $5,647-68.6% | $6,935-74.4% |