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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 | $31,617 | $68,394-53.8% | $94,672-66.6% | $75,177-57.9% |
| Participation rate | 98.2% | 76.1%+22.1pp | 80.8%+17.4pp | 67.2%+31.0pp |
| Annual return | 25.30% | 616.92%-591.6pp | 156.89%-131.6pp | 160.75%-135.4pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $16,071 | $6,536+145.9% | $7,417+116.7% | $4,126+289.5% |
| Admin fee / account holder | $14,208 | $5,326+166.8% | $7,222+96.7% | $5,651+151.4% |