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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 | $27,586 | $84,713-67.4% | $75,717-63.6% | $167,518-83.5% |
| Participation rate | 95.0% | 77.8%+17.2pp | 74.8%+20.2pp | 82.1%+12.9pp |
| Annual return | 21.08% | 199.49%-178.4pp | 104.58%-83.5pp | 478.71%-457.6pp |
| Employer contribution / active EE | $167 | $3,229-94.8% | $2,743-93.9% | $4,838-96.5% |
| Participant deferral / active EE | $4,348 | $4,578-5.0% | $3,821+13.8% | $6,342-31.4% |
| Admin fee / account holder | $2,072 | $5,357-61.3% | $3,619-42.7% | $12,312-83.2% |