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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 | $18,919 | $57,305-67.0% | $86,640-78.2% | $75,173-74.8% |
| Participation rate | 95.3% | 63.2%+32.1pp | 71.7%+23.6pp | 67.2%+28.1pp |
| Annual return | 28.26% | 2674.24%-2646.0pp | 592.52%-564.3pp | 160.72%-132.5pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $9,223 | $3,320+177.8% | $4,438+107.8% | $4,126+123.5% |
| Admin fee / account holder | $1,275 | $4,116-69.0% | $5,616-77.3% | $5,651-77.4% |