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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 | $13,037 | $90,530-85.6% | $76,030-82.9% | $145,897-91.1% |
| Participation rate | 81.8% | 74.4%+7.4pp | 69.1%+12.8pp | 80.3%+1.5pp |
| Annual return | 22.91% | 625.08%-602.2pp | 361.54%-338.6pp | 552.29%-529.4pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $2,688-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $9,426 | $5,164+82.5% | $4,257+121.4% | $6,689+40.9% |
| Admin fee / account holder | $1,309 | $8,383-84.4% | $6,421-79.6% | $13,390-90.2% |