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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 | $38,820 | $68,412-43.3% | $94,679-59.0% | $75,181-48.4% |
| Participation rate | 88.6% | 76.1%+12.5pp | 80.8%+7.7pp | 67.2%+21.4pp |
| Annual return | 28.55% | 616.91%-588.4pp | 156.75%-128.2pp | 160.69%-132.1pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $14,740 | $6,537+125.5% | $7,417+98.7% | $4,126+257.3% |
| Admin fee / account holder | $4,874 | $5,326-8.5% | $7,233-32.6% | $5,650-13.7% |