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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 | $52,554 | $73,546-28.5% | $63,018-16.6% | $147,586-64.4% |
| Participation rate | 78.6% | 77.9%+0.7pp | 74.8%+3.8pp | 82.8%-4.3pp |
| Annual return | 9.83% | 175.56%-165.7pp | 87.62%-77.8pp | 578.59%-568.8pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,761-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,353 | $4,185+27.9% | $3,330+60.8% | $5,439-1.6% |
| Admin fee / account holder | $1,250 | $5,956-79.0% | $3,601-65.3% | $10,886-88.5% |