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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 | $40,537 | $125,797-67.8% | $170,043-76.2% | $75,173-46.1% |
| Participation rate | 96.7% | 83.6%+13.1pp | 87.0%+9.7pp | 67.2%+29.5pp |
| Annual return | 65.82% | 27.20%+38.6pp | 53.40%+12.4pp | 160.72%-94.9pp |
| Employer contribution / active EE | $0 | $4,616-100.0% | $6,790-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $17,129 | $6,838+150.5% | $10,410+64.5% | $4,126+315.1% |
| Admin fee / account holder | $1,701 | $8,177-79.2% | $12,824-86.7% | $5,651-69.9% |