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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 | $35,844 | $53,063-32.5% | $124,206-71.1% | $82,637-56.6% |
| Participation rate | 96.3% | 58.4%+37.9pp | 69.6%+26.7pp | 68.1%+28.2pp |
| Annual return | 22.76% | 68.87%-46.1pp | 515.27%-492.5pp | 53.51%-30.7pp |
| Employer contribution / active EE | $0 | $1,530-100.0% | $3,540-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $12,079 | $2,644+356.8% | $3,968+204.4% | $4,126+192.7% |
| Admin fee / account holder | $545 | $4,281-87.3% | $5,929-90.8% | $7,339-92.6% |