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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 | $19,567 | $125,184-84.4% | $105,607-81.5% | $145,884-86.6% |
| Participation rate | 84.6% | 77.6%+7.0pp | 75.3%+9.3pp | 80.3%+4.3pp |
| Annual return | 33.92% | 225.00%-191.1pp | 116.11%-82.2pp | 551.85%-517.9pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $12,551 | $5,714+119.7% | $5,011+150.5% | $6,690+87.6% |
| Admin fee / account holder | $1,487 | $17,133-91.3% | $10,958-86.4% | $13,392-88.9% |