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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 | $46,713 | $96,678-51.7% | $86,640-46.1% | $139,466-66.5% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 11.38% | 106.69%-95.3pp | 592.52%-581.1pp | 373.66%-362.3pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $4,399 | $4,837-9.1% | $4,438-0.9% | $6,712-34.5% |
| Admin fee / account holder | $1,454 | $6,410-77.3% | $5,616-74.1% | $11,409-87.3% |