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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 | $43,923 | $102,429-57.1% | $147,096-70.1% | $80,925-45.7% |
| Participation rate | 92.9% | 75.9%+17.1pp | 82.2%+10.8pp | 67.7%+25.3pp |
| Annual return | 16.68% | 135.02%-118.3pp | 419.75%-403.1pp | 35.65%-19.0pp |
| Employer contribution / active EE | -$41 | $3,716-101.1% | $4,936-100.8% | $2,756-101.5% |
| Participant deferral / active EE | $10,502 | $6,649+58.0% | $8,071+30.1% | $4,299+144.3% |
| Admin fee / account holder | $6,406 | $7,957-19.5% | $13,005-50.7% | $6,940-7.7% |