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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 | $20,603 | $82,678-75.1% | $125,391-83.6% | $68,490-69.9% |
| Participation rate | 90.5% | 75.1%+15.4pp | 82.4%+8.1pp | 67.9%+22.6pp |
| Annual return | 60.59% | -5.97%+66.6pp | 572.41%-511.8pp | -7.85%+68.4pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $13,616 | $6,111+122.8% | $7,448+82.8% | $4,028+238.1% |
| Admin fee / account holder | $2,504 | $6,277-60.1% | $10,009-75.0% | $5,403-53.7% |