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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 | $22,401 | $59,116-62.1% | $86,438-74.1% | $68,486-67.3% |
| Participation rate | 82.6% | 75.2%+7.4pp | 80.3%+2.3pp | 67.9%+14.7pp |
| Annual return | 54.17% | -0.23%+54.4pp | 4397.19%-4343.0pp | -7.85%+62.0pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $9,826 | $5,902+66.5% | $6,952+41.3% | $4,028+144.0% |
| Admin fee / account holder | $13,199 | $5,639+134.1% | $6,733+96.0% | $5,404+144.3% |