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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 | $26,363 | $102,385-74.3% | $147,080-82.1% | $80,935-67.4% |
| Participation rate | 75.7% | 75.9%-0.2pp | 82.2%-6.5pp | 67.7%+8.0pp |
| Annual return | 63.90% | 135.09%-71.2pp | 420.17%-356.3pp | 35.66%+28.2pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,762 | $6,651+1.7% | $8,066-16.2% | $4,299+57.3% |
| Admin fee / account holder | $4,102 | $7,951-48.4% | $12,989-68.4% | $6,924-40.8% |