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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 | $46,561 | $49,896-6.7% | $80,627-42.3% | $75,173-38.1% |
| Participation rate | 92.8% | 55.3%+37.4pp | 67.0%+25.7pp | 67.2%+25.5pp |
| Annual return | 45.96% | 34.67%+11.3pp | 936.76%-890.8pp | 160.72%-114.8pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,723-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $14,095 | $2,992+371.1% | $4,443+217.2% | $4,126+241.6% |
| Admin fee / account holder | $1,081 | $3,578-69.8% | $5,381-79.9% | $5,651-80.9% |