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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 | $49,896-42.2% | $80,627-64.2% | $75,173-61.6% |
| Participation rate | 87.5% | 55.3%+32.2pp | 67.0%+20.5pp | 67.2%+20.3pp |
| Annual return | 54.95% | 34.67%+20.3pp | 936.76%-881.8pp | 160.72%-105.8pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,723-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $10,987 | $2,992+267.2% | $4,443+147.3% | $4,126+166.3% |
| Admin fee / account holder | $3,873 | $3,578+8.2% | $5,381-28.0% | $5,651-31.5% |