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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 | $57,591 | $73,546-21.7% | $63,018-8.6% | $147,586-61.0% |
| Participation rate | 92.3% | 77.9%+14.4pp | 74.8%+17.5pp | 82.8%+9.5pp |
| Annual return | 41.01% | 175.56%-134.6pp | 87.62%-46.6pp | 578.59%-537.6pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,761-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $996 | $4,185-76.2% | $3,330-70.1% | $5,439-81.7% |
| Admin fee / account holder | $552 | $5,956-90.7% | $3,601-84.7% | $10,886-94.9% |