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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 | $87,274 | $102,595-14.9% | $94,057-7.2% | $154,746-43.6% |
| Participation rate | 92.9% | 76.0%+16.9pp | 73.3%+19.5pp | 80.7%+12.2pp |
| Annual return | 14.79% | 583.42%-568.6pp | 480.62%-465.8pp | 172.34%-157.5pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $10,724 | $5,118+109.5% | $4,709+127.7% | $6,730+59.3% |
| Admin fee / account holder | $2,739 | $7,736-64.6% | $7,244-62.2% | $14,365-80.9% |