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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 | $39,374 | $106,005-62.9% | $92,239-57.3% | $147,585-73.3% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 9.99% | 50.05%-40.1pp | 176.29%-166.3pp | 578.58%-568.6pp |
| Employer contribution / active EE | $412 | $4,333-90.5% | $3,680-88.8% | $4,876-91.5% |
| Participant deferral / active EE | $2,496 | $4,478-44.3% | $3,897-36.0% | $5,439-54.1% |
| Admin fee / account holder | $9,139 | $6,333+44.3% | $5,194+76.0% | $10,886-16.0% |