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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 | $63,290 | $49,897+26.8% | $80,648-21.5% | $75,177-15.8% |
| Participation rate | 83.3% | 55.3%+28.0pp | 67.0%+16.3pp | 67.2%+16.1pp |
| Annual return | 20.22% | 34.68%-14.5pp | 937.21%-917.0pp | 160.75%-140.5pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,724-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,428 | $2,992+48.0% | $4,443-0.4% | $4,126+7.3% |
| Admin fee / account holder | $6,176 | $3,579+72.6% | $5,382+14.8% | $5,651+9.3% |