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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 | $23,620 | $68,398-65.5% | $94,664-75.0% | $75,173-68.6% |
| Participation rate | 89.3% | 76.1%+13.2pp | 80.8%+8.5pp | 67.2%+22.1pp |
| Annual return | 88.27% | 616.72%-528.4pp | 156.84%-68.6pp | 160.72%-72.4pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $13,686 | $6,537+109.4% | $7,417+84.5% | $4,126+231.7% |
| Admin fee / account holder | $2,170 | $5,324-59.2% | $7,222-70.0% | $5,651-61.6% |