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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 | $102,393-74.3% | $147,041-82.1% | $80,911-67.4% |
| Participation rate | 75.7% | 75.9%-0.2pp | 82.2%-6.5pp | 67.6%+8.0pp |
| Annual return | 63.90% | 134.95%-71.0pp | 419.21%-355.3pp | 35.63%+28.3pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,762 | $6,647+1.7% | $8,071-16.2% | $4,297+57.4% |
| Admin fee / account holder | $4,102 | $7,943-48.4% | $13,006-68.5% | $6,935-40.9% |