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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 | $96,691-41.5% | $86,656-34.7% | $139,487-59.4% |
| Participation rate | 90.0% | 74.4%+15.6pp | 71.7%+18.3pp | 80.3%+9.7pp |
| Annual return | 22.97% | 106.87%-83.9pp | 593.09%-570.1pp | 373.84%-350.9pp |
| Employer contribution / active EE | $0 | $3,267-100.0% | $3,025-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $8,456 | $4,838+74.8% | $4,439+90.5% | $6,713+26.0% |
| Admin fee / account holder | $982 | $6,414-84.7% | $5,619-82.5% | $11,407-91.4% |