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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 | $90,555 | $106,008-14.6% | $92,240-1.8% | $147,586-38.6% |
| Participation rate | 82.4% | 80.4%+1.9pp | 76.5%+5.9pp | 82.8%-0.5pp |
| Annual return | 15.26% | 50.05%-34.8pp | 176.29%-161.0pp | 578.59%-563.3pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,542 | $4,478+23.8% | $3,897+42.2% | $5,439+1.9% |
| Admin fee / account holder | $2,189 | $6,333-65.4% | $5,194-57.9% | $10,886-79.9% |