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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 | $91,292 | $84,708+7.8% | $75,714+20.6% | $167,536-45.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 15.66% | 199.62%-184.0pp | 104.62%-89.0pp | 478.82%-463.2pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,744-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $12,590 | $4,577+175.0% | $3,820+229.5% | $6,342+98.5% |
| Admin fee / account holder | $26,009 | $5,358+385.4% | $3,619+618.7% | $12,315+111.2% |