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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 | $20,920 | $56,116-62.7% | $135,768-84.6% | $86,983-75.9% |
| Participation rate | 93.8% | 60.1%+33.6pp | 71.1%+22.7pp | 69.5%+24.2pp |
| Annual return | 22.44% | 125.33%-102.9pp | 526.10%-503.7pp | 25.83%-3.4pp |
| Employer contribution / active EE | $0 | $1,528-100.0% | $3,394-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $7,545 | $2,690+180.5% | $3,977+89.7% | $4,194+79.9% |
| Admin fee / account holder | $668 | $4,314-84.5% | $7,048-90.5% | $7,856-91.5% |