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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 | $10,361 | $67,823-84.7% | $52,425-80.2% | $137,256-92.5% |
| Participation rate | 90.0% | 63.9%+26.1pp | 55.6%+34.4pp | 80.0%+10.0pp |
| Annual return | 36.93% | 219.11%-182.2pp | 302.12%-265.2pp | 220.34%-183.4pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,499 | $2,288+96.7% | $1,790+151.3% | $6,407-29.8% |
| Admin fee / account holder | $2,109 | $2,844-25.8% | $2,495-15.5% | $12,270-82.8% |