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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 | $15,470 | $111,785-86.2% | $93,669-83.5% | $145,877-89.4% |
| Participation rate | 89.5% | 74.2%+15.2pp | 68.7%+20.7pp | 80.3%+9.2pp |
| Annual return | 20.70% | 203.79%-183.1pp | 133.59%-112.9pp | 551.28%-530.6pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,375 | $4,919+70.3% | $4,416+89.7% | $6,691+25.2% |
| Admin fee / account holder | $346 | $10,256-96.6% | $8,291-95.8% | $13,402-97.4% |