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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 | $35,052 | $73,546-52.3% | $63,018-44.4% | $147,586-76.2% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.8%+5.2pp | 82.8%-2.8pp |
| Annual return | 15.39% | 175.56%-160.2pp | 87.62%-72.2pp | 578.59%-563.2pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,761-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,858 | $4,185-55.6% | $3,330-44.2% | $5,439-65.8% |
| Admin fee / account holder | $578 | $5,956-90.3% | $3,601-84.0% | $10,886-94.7% |