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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 | $73,518-28.5% | $63,003-16.6% | $147,585-64.4% |
| Participation rate | 78.6% | 77.9%+0.7pp | 74.8%+3.8pp | 82.8%-4.3pp |
| Annual return | 9.83% | 175.46%-165.6pp | 87.59%-77.8pp | 578.57%-568.7pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,760-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,353 | $4,183+28.0% | $3,329+60.8% | $5,439-1.6% |
| Admin fee / account holder | $1,250 | $5,952-79.0% | $3,600-65.3% | $10,885-88.5% |