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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 | $77,658 | $111,830-30.6% | $93,696-17.1% | $145,884-46.8% |
| Participation rate | 90.5% | 74.2%+16.3pp | 68.7%+21.8pp | 80.3%+10.2pp |
| Annual return | 35.11% | 204.08%-169.0pp | 133.74%-98.6pp | 551.85%-516.7pp |
| Employer contribution / active EE | $407 | $3,093-86.9% | $2,422-83.2% | $4,662-91.3% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,690-100.0% |
| Admin fee / account holder | $8,528 | $10,249-16.8% | $8,287+2.9% | $13,392-36.3% |