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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 | $47,256 | $29,319+61.2% | $52,425-9.9% | $82,448-42.7% |
| Participation rate | 87.9% | 46.9%+41.0pp | 55.6%+32.3pp | 68.1%+19.8pp |
| Annual return | 17.68% | 535.20%-517.5pp | 302.12%-284.4pp | 41.64%-24.0pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $12,644 | $1,171+979.5% | $1,790+606.2% | $4,139+205.5% |
| Admin fee / account holder | $6,398 | $1,962+226.1% | $2,495+156.5% | $7,234-11.6% |