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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 | $102,382-74.3% | $147,005-82.1% | $80,874-67.4% |
| Participation rate | 75.7% | 75.8%-0.2pp | 82.2%-6.5pp | 67.6%+8.0pp |
| Annual return | 63.90% | 134.89%-71.0pp | 418.76%-354.9pp | 35.62%+28.3pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,762 | $6,646+1.7% | $8,070-16.2% | $4,297+57.4% |
| Admin fee / account holder | $4,102 | $7,942-48.4% | $13,006-68.5% | $6,935-40.9% |