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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 | $37,403 | $68,394-45.3% | $94,672-60.5% | $75,177-50.2% |
| Participation rate | 72.5% | 76.1%-3.6pp | 80.8%-8.3pp | 67.2%+5.3pp |
| Annual return | 420.09% | 616.92%-196.8pp | 156.89%+263.2pp | 160.75%+259.3pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $16,077 | $6,536+146.0% | $7,417+116.7% | $4,126+289.6% |
| Admin fee / account holder | $2,807 | $5,326-47.3% | $7,222-61.1% | $5,651-50.3% |