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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 | $20,010 | $91,167-78.1% | $178,498-88.8% | $79,858-74.9% |
| Participation rate | 93.3% | 69.2%+24.1pp | 81.9%+11.4pp | 69.6%+23.7pp |
| Annual return | 175.68% | 24.19%+151.5pp | 151.09%+24.6pp | 31.72%+144.0pp |
| Employer contribution / active EE | $0 | $3,255-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,013 | $3,236+147.6% | $5,202+54.0% | $3,740+114.2% |
| Admin fee / account holder | $782 | $6,747-88.4% | $13,985-94.4% | $5,306-85.3% |