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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 | $71,186 | $73,546-3.2% | $63,018+13.0% | $147,586-51.8% |
| Participation rate | 91.7% | 77.9%+13.8pp | 74.8%+16.9pp | 82.8%+8.8pp |
| Annual return | 12.42% | 175.56%-163.1pp | 87.62%-75.2pp | 578.59%-566.2pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,761-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,069 | $4,185-2.8% | $3,330+22.2% | $5,439-25.2% |
| Admin fee / account holder | $1,379 | $5,956-76.8% | $3,601-61.7% | $10,886-87.3% |