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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 | $26,289 | $102,385-74.3% | $147,080-82.1% | $80,935-67.5% |
| Participation rate | 87.9% | 75.9%+12.0pp | 82.2%+5.7pp | 67.7%+20.2pp |
| Annual return | 126.20% | 135.09%-8.9pp | 420.17%-294.0pp | 35.66%+90.5pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $12,215 | $6,651+83.7% | $8,066+51.4% | $4,299+184.1% |
| Admin fee / account holder | $2,525 | $7,951-68.2% | $12,989-80.6% | $6,924-63.5% |