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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 | $56,562 | $96,630-41.5% | $86,605-34.7% | $139,427-59.4% |
| Participation rate | 90.0% | 74.4%+15.6pp | 71.7%+18.3pp | 80.3%+9.7pp |
| Annual return | 22.97% | 106.48%-83.5pp | 591.39%-568.4pp | 373.27%-350.3pp |
| Employer contribution / active EE | $0 | $3,264-100.0% | $3,023-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $8,456 | $4,836+74.8% | $4,438+90.5% | $6,711+26.0% |
| Admin fee / account holder | $982 | $6,405-84.7% | $5,611-82.5% | $11,404-91.4% |