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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 | $35,922 | $105,145-65.8% | $94,664-62.1% | $139,466-74.2% |
| Participation rate | 94.1% | 82.4%+11.8pp | 80.8%+13.3pp | 80.3%+13.8pp |
| Annual return | 52.25% | 38.09%+14.2pp | 156.84%-104.6pp | 373.66%-321.4pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $7,325 | $7,599-3.6% | $7,417-1.2% | $6,712+9.1% |
| Admin fee / account holder | $14,985 | $8,972+67.0% | $7,222+107.5% | $11,409+31.4% |