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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 | $19,382 | $160,028-87.9% | $147,080-86.8% | $145,884-86.7% |
| Participation rate | 78.3% | 84.0%-5.8pp | 82.2%-3.9pp | 80.3%-2.0pp |
| Annual return | 65.79% | 98.60%-32.8pp | 420.17%-354.4pp | 551.85%-486.1pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $7,966 | $8,422-5.4% | $8,066-1.2% | $6,690+19.1% |
| Admin fee / account holder | $3,323 | $15,030-77.9% | $12,989-74.4% | $13,392-75.2% |