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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 | $11,624 | $125,778-90.8% | $114,563-89.9% | $154,746-92.5% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.9%+7.1pp | 80.7%-0.7pp |
| Annual return | 50.99% | 295.14%-244.1pp | 241.09%-190.1pp | 172.34%-121.3pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $9,972 | $4,445+124.4% | $4,142+140.7% | $6,730+48.2% |
| Admin fee / account holder | $2,398 | $8,190-70.7% | $7,623-68.5% | $14,365-83.3% |