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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 | $14,770 | $105,145-86.0% | $94,664-84.4% | $139,466-89.4% |
| Participation rate | 86.7% | 82.4%+4.3pp | 80.8%+5.8pp | 80.3%+6.3pp |
| Annual return | 58.98% | 38.09%+20.9pp | 156.84%-97.9pp | 373.66%-314.7pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $13,847 | $7,599+82.2% | $7,417+86.7% | $6,712+106.3% |
| Admin fee / account holder | $5,644 | $8,972-37.1% | $7,222-21.9% | $11,409-50.5% |