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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 | $75,422 | $72,071+4.6% | $68,368+10.3% | $137,256-45.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 16.98% | 353.14%-336.2pp | 292.57%-275.6pp | 220.34%-203.4pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $19,389 | $4,410+339.6% | $4,123+370.3% | $6,407+202.6% |
| Admin fee / account holder | $877 | $5,336-83.6% | $5,150-83.0% | $12,270-92.9% |