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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 | $31,214 | $58,258-46.4% | $81,820-61.9% | $80,925-61.4% |
| Participation rate | 95.3% | 63.5%+31.9pp | 72.4%+23.0pp | 67.7%+27.7pp |
| Annual return | 35.34% | 41.76%-6.4pp | 777.93%-742.6pp | 35.65%-0.3pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $12,667 | $3,284+285.8% | $4,323+193.1% | $4,299+194.7% |
| Admin fee / account holder | $2,279 | $4,976-54.2% | $7,391-69.2% | $6,940-67.2% |