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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 | $42,038 | $102,429-59.0% | $147,096-71.4% | $80,925-48.1% |
| Participation rate | 92.9% | 75.9%+17.0pp | 82.2%+10.7pp | 67.7%+25.2pp |
| Annual return | 28.88% | 135.02%-106.1pp | 419.75%-390.9pp | 35.65%-6.8pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $13,997 | $6,649+110.5% | $8,071+73.4% | $4,299+225.6% |
| Admin fee / account holder | $2,841 | $7,957-64.3% | $13,005-78.2% | $6,940-59.1% |