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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 | $28,705 | $99,875-71.3% | $146,866-80.5% | $86,983-67.0% |
| Participation rate | 84.1% | 75.8%+8.3pp | 82.5%+1.6pp | 69.5%+14.5pp |
| Annual return | 317.03% | 28.10%+288.9pp | 102.85%+214.2pp | 25.83%+291.2pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $7,348 | $6,322+16.2% | $7,759-5.3% | $4,194+75.2% |
| Admin fee / account holder | $2,040 | $7,838-74.0% | $13,620-85.0% | $7,856-74.0% |