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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 | $58,661 | $102,429-42.7% | $147,096-60.1% | $80,925-27.5% |
| Participation rate | 92.6% | 75.9%+16.7pp | 82.2%+10.4pp | 67.7%+24.9pp |
| Annual return | 44.87% | 135.02%-90.1pp | 419.75%-374.9pp | 35.65%+9.2pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $18,251 | $6,649+174.5% | $8,071+126.1% | $4,299+324.6% |
| Admin fee / account holder | $1,409 | $7,957-82.3% | $13,005-89.2% | $6,940-79.7% |