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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 | $63,732 | $123,412-48.4% | $69,460-8.2% | $145,978-56.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.4%+33.6pp | 80.3%+19.7pp |
| Annual return | 23.90% | 191.25%-167.3pp | 100.80%-76.9pp | 550.52%-526.6pp |
| Employer contribution / active EE | $0 | $2,684-100.0% | $1,714-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $23,025 | $4,240+443.1% | $2,890+696.8% | $6,690+244.2% |
| Admin fee / account holder | $427 | $7,816-94.5% | $4,695-90.9% | $13,400-96.8% |