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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 | $49,491 | $98,776-49.9% | $149,745-67.0% | $79,856-38.0% |
| Participation rate | 93.1% | 75.8%+17.3pp | 82.5%+10.6pp | 69.6%+23.5pp |
| Annual return | 103.30% | 27.38%+75.9pp | 276.72%-173.4pp | 31.71%+71.6pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $13,288 | $5,681+133.9% | $6,843+94.2% | $3,741+255.2% |
| Admin fee / account holder | $3,133 | $6,053-48.2% | $9,312-66.3% | $5,306-41.0% |