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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 | $38,579 | $61,816-37.6% | $97,260-60.3% | $80,935-52.3% |
| Participation rate | 94.0% | 63.5%+30.5pp | 72.7%+21.3pp | 67.7%+26.3pp |
| Annual return | 26.45% | -558.73%+585.2pp | 75.54%-49.1pp | 35.66%-9.2pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,721-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $15,479 | $3,027+411.4% | $4,262+263.2% | $4,299+260.0% |
| Admin fee / account holder | $1,443 | $5,166-72.1% | $5,640-74.4% | $6,924-79.2% |