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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 | $29,975 | $102,393-70.7% | $147,041-79.6% | $80,911-63.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.61% | 134.95%-120.3pp | 419.21%-404.6pp | 35.63%-21.0pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $9,520 | $6,647+43.2% | $8,071+17.9% | $4,297+121.5% |
| Admin fee / account holder | $3,494 | $7,943-56.0% | $13,006-73.1% | $6,935-49.6% |