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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 | $40,331 | $67,823-40.5% | $52,425-23.1% | $137,256-70.6% |
| Participation rate | 89.5% | 63.9%+25.6pp | 55.6%+33.9pp | 80.0%+9.5pp |
| Annual return | 14.71% | 219.11%-204.4pp | 302.12%-287.4pp | 220.34%-205.6pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,606 | $2,288+13.9% | $1,790+45.6% | $6,407-59.3% |
| Admin fee / account holder | $1,144 | $2,844-59.8% | $2,495-54.1% | $12,270-90.7% |