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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 | $33,467 | $102,393-67.3% | $147,041-77.2% | $80,911-58.6% |
| Participation rate | 94.1% | 75.9%+18.3pp | 82.2%+11.9pp | 67.6%+26.5pp |
| Annual return | 17.41% | 134.95%-117.5pp | 419.21%-401.8pp | 35.63%-18.2pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $13,156 | $6,647+97.9% | $8,071+63.0% | $4,297+206.2% |
| Admin fee / account holder | $4,158 | $7,943-47.7% | $13,006-68.0% | $6,935-40.0% |