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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 | $123,859-48.5% | $69,632-8.5% | $145,897-56.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.4%+33.6pp | 80.3%+19.7pp |
| Annual return | 23.90% | 192.49%-168.6pp | 101.32%-77.4pp | 552.29%-528.4pp |
| Employer contribution / active EE | $0 | $2,673-100.0% | $1,708-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $23,025 | $4,242+442.8% | $2,889+697.0% | $6,689+244.2% |
| Admin fee / account holder | $427 | $7,817-94.5% | $4,695-90.9% | $13,390-96.8% |