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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 | $25,676 | $105,160-75.6% | $94,679-72.9% | $139,456-81.6% |
| Participation rate | 88.9% | 82.4%+6.5pp | 80.8%+8.1pp | 80.3%+8.6pp |
| Annual return | 29.34% | 38.04%-8.7pp | 156.75%-127.4pp | 373.45%-344.1pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $9,679 | $7,599+27.4% | $7,417+30.5% | $6,711+44.2% |
| Admin fee / account holder | $1,508 | $8,988-83.2% | $7,233-79.1% | $11,407-86.8% |