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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 | $30,132 | $102,422-70.6% | $147,117-79.5% | $80,959-62.8% |
| Participation rate | 77.8% | 75.9%+1.9pp | 82.2%-4.4pp | 67.7%+10.1pp |
| Annual return | 14.71% | 135.16%-120.4pp | 420.54%-405.8pp | 35.67%-21.0pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $9,620 | $6,652+44.6% | $8,065+19.3% | $4,300+123.7% |
| Admin fee / account holder | $3,424 | $7,953-57.0% | $12,993-73.6% | $6,925-50.6% |