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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 | $49,750 | $102,422-51.4% | $147,117-66.2% | $80,959-38.5% |
| Participation rate | 89.6% | 75.9%+13.7pp | 82.2%+7.4pp | 67.7%+21.9pp |
| Annual return | 20.88% | 135.16%-114.3pp | 420.54%-399.7pp | 35.67%-14.8pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $21,911 | $6,652+229.4% | $8,065+171.7% | $4,300+409.5% |
| Admin fee / account holder | $13,258 | $7,953+66.7% | $12,993+2.0% | $6,925+91.4% |