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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 | $15,215 | $110,278-86.2% | $95,740-84.1% | $139,466-89.1% |
| Participation rate | 90.9% | 75.7%+15.2pp | 72.3%+18.6pp | 80.3%+10.6pp |
| Annual return | 130.41% | 27.19%+103.2pp | 28.41%+102.0pp | 373.66%-243.3pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,836-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $7,325 | $4,674+56.7% | $4,244+72.6% | $6,712+9.1% |
| Admin fee / account holder | $898 | $6,613-86.4% | $5,676-84.2% | $11,409-92.1% |