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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 | $44,209 | $102,385-56.8% | $147,080-69.9% | $80,935-45.4% |
| Participation rate | 88.9% | 75.9%+13.0pp | 82.2%+6.7pp | 67.7%+21.2pp |
| Annual return | 20.74% | 135.09%-114.4pp | 420.17%-399.4pp | 35.66%-14.9pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $24,068 | $6,651+261.9% | $8,066+198.4% | $4,299+459.8% |
| Admin fee / account holder | $14,753 | $7,951+85.5% | $12,989+13.6% | $6,924+113.1% |