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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 | $20,194 | $59,111-65.8% | $86,451-76.6% | $68,490-70.5% |
| Participation rate | 92.6% | 75.2%+17.4pp | 80.3%+12.3pp | 67.9%+24.7pp |
| Annual return | 171.92% | -0.22%+172.1pp | 4398.51%-4226.6pp | -7.85%+179.8pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,770-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $9,689 | $5,900+64.2% | $6,953+39.3% | $4,028+140.5% |
| Admin fee / account holder | $675 | $5,640-88.0% | $6,734-90.0% | $5,403-87.5% |