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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 | $34,258 | $68,412-49.9% | $94,679-63.8% | $75,181-54.4% |
| Participation rate | 94.3% | 76.1%+18.2pp | 80.8%+13.5pp | 67.2%+27.1pp |
| Annual return | 112.41% | 616.91%-504.5pp | 156.75%-44.3pp | 160.69%-48.3pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $13,062 | $6,537+99.8% | $7,417+76.1% | $4,126+216.6% |
| Admin fee / account holder | $2,809 | $5,326-47.3% | $7,233-61.2% | $5,650-50.3% |