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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 | $18,063 | $99,995-81.9% | $85,063-78.8% | $145,978-87.6% |
| Participation rate | 90.5% | 74.1%+16.4pp | 67.5%+23.0pp | 80.3%+10.2pp |
| Annual return | 29.72% | 83.99%-54.3pp | 66.54%-36.8pp | 550.52%-520.8pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,727-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $7,212 | $5,295+36.2% | $4,523+59.5% | $6,690+7.8% |
| Admin fee / account holder | $1,082 | $7,255-85.1% | $6,155-82.4% | $13,400-91.9% |