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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 | $59,471 | $102,382-41.9% | $147,005-59.5% | $80,874-26.5% |
| Participation rate | 72.7% | 75.8%-3.1pp | 82.2%-9.4pp | 67.6%+5.1pp |
| Annual return | 24.17% | 134.89%-110.7pp | 418.76%-394.6pp | 35.62%-11.4pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $13,111 | $6,646+97.3% | $8,070+62.5% | $4,297+205.1% |
| Admin fee / account holder | $15,075 | $7,942+89.8% | $13,006+15.9% | $6,935+117.4% |