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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 | $26,398 | $27,936-5.5% | $58,561-54.9% | $75,173-64.9% |
| Participation rate | 85.7% | 38.8%+46.9pp | 50.9%+34.8pp | 67.2%+18.5pp |
| Annual return | 60.68% | 44.21%+16.5pp | 4251.33%-4190.6pp | 160.72%-100.0pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $13,010 | $1,202+982.5% | $1,923+576.5% | $4,126+215.3% |
| Admin fee / account holder | $4,888 | $1,727+183.1% | $2,520+93.9% | $5,651-13.5% |