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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 | $31,747 | $102,393-69.0% | $147,041-78.4% | $80,911-60.8% |
| Participation rate | 94.9% | 75.9%+19.0pp | 82.2%+12.7pp | 67.6%+27.2pp |
| Annual return | 29.15% | 134.95%-105.8pp | 419.21%-390.1pp | 35.63%-6.5pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $14,018 | $6,647+110.9% | $8,071+73.7% | $4,297+226.2% |
| Admin fee / account holder | $9,928 | $7,943+25.0% | $13,006-23.7% | $6,935+43.2% |