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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 | $30,623 | $124,346-75.4% | $111,308-72.5% | $167,536-81.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 12.32% | 37.45%-25.1pp | 54.67%-42.3pp | 478.82%-466.5pp |
| Employer contribution / active EE | $0 | $3,437-100.0% | $2,732-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $5,923 | $5,182+14.3% | $4,487+32.0% | $6,342-6.6% |
| Admin fee / account holder | $4,927 | $10,621-53.6% | $7,965-38.1% | $12,315-60.0% |