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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 | $36,376 | $49,891-27.1% | $80,607-54.9% | $75,181-51.6% |
| Participation rate | 89.5% | 55.3%+34.2pp | 67.0%+22.5pp | 67.2%+22.3pp |
| Annual return | 17.51% | 34.67%-17.2pp | 936.11%-918.6pp | 160.69%-143.2pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,724-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $11,773 | $2,991+293.6% | $4,448+164.7% | $4,126+185.3% |
| Admin fee / account holder | $5,491 | $3,578+53.5% | $5,379+2.1% | $5,650-2.8% |