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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 | $23,228 | $68,398-66.0% | $94,664-75.5% | $75,173-69.1% |
| Participation rate | 84.9% | 76.1%+8.8pp | 80.8%+4.1pp | 67.2%+17.7pp |
| Annual return | 54.66% | 616.72%-562.1pp | 156.84%-102.2pp | 160.72%-106.1pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $13,269 | $6,537+103.0% | $7,417+78.9% | $4,126+221.6% |
| Admin fee / account holder | $5,620 | $5,324+5.6% | $7,222-22.2% | $5,651-0.5% |