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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 | $53,063-60.6% | $124,206-83.2% | $82,637-74.7% |
| Participation rate | 93.8% | 58.4%+35.3pp | 69.6%+24.2pp | 68.1%+25.7pp |
| Annual return | 22.44% | 68.87%-46.4pp | 515.27%-492.8pp | 53.51%-31.1pp |
| Employer contribution / active EE | $0 | $1,530-100.0% | $3,540-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $7,545 | $2,644+185.4% | $3,968+90.2% | $4,126+82.9% |
| Admin fee / account holder | $668 | $4,281-84.4% | $5,929-88.7% | $7,339-90.9% |