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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 | $18,868 | $53,063-64.4% | $124,206-84.8% | $82,637-77.2% |
| Participation rate | 77.8% | 58.4%+19.4pp | 69.6%+8.2pp | 68.1%+9.7pp |
| Annual return | 16.16% | 68.87%-52.7pp | 515.27%-499.1pp | 53.51%-37.3pp |
| Employer contribution / active EE | $0 | $1,530-100.0% | $3,540-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,037 | $2,644-60.8% | $3,968-73.9% | $4,126-74.9% |
| Admin fee / account holder | $311 | $4,281-92.7% | $5,929-94.7% | $7,339-95.8% |