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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 | $27,805 | $68,394-59.3% | $94,672-70.6% | $75,177-63.0% |
| Participation rate | 82.4% | 76.1%+6.3pp | 80.8%+1.5pp | 67.2%+15.1pp |
| Annual return | 58.16% | 616.92%-558.8pp | 156.89%-98.7pp | 160.75%-102.6pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $12,773 | $6,536+95.4% | $7,417+72.2% | $4,126+209.5% |
| Admin fee / account holder | $537 | $5,326-89.9% | $7,222-92.6% | $5,651-90.5% |