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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 | $28,847 | $49,891-42.2% | $80,607-64.2% | $75,181-61.6% |
| Participation rate | 87.5% | 55.3%+32.2pp | 67.0%+20.5pp | 67.2%+20.3pp |
| Annual return | 54.95% | 34.67%+20.3pp | 936.11%-881.2pp | 160.69%-105.7pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,724-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $10,987 | $2,991+267.3% | $4,448+147.0% | $4,126+166.3% |
| Admin fee / account holder | $3,873 | $3,578+8.3% | $5,379-28.0% | $5,650-31.4% |