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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 | $22,765 | $106,008-78.5% | $92,240-75.3% | $147,586-84.6% |
| Participation rate | 90.5% | 80.4%+10.1pp | 76.5%+14.0pp | 82.8%+7.6pp |
| Annual return | 13.81% | 50.05%-36.2pp | 176.29%-162.5pp | 578.59%-564.8pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,110 | $4,478-30.6% | $3,897-20.2% | $5,439-42.8% |
| Admin fee / account holder | $8,581 | $6,333+35.5% | $5,194+65.2% | $10,886-21.2% |